+1,677.2%
MPWR vs KMI
+136.8%
+1,540.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.3% | +4.4% | +4.2% |
| 7D | +0.9% | -1.7% | +2.6% | +1.7% |
| 30D | -13.4% | -2.7% | -10.6% | -12.4% |
| 3M | -22.2% | -0.7% | -21.5% | -22.4% |
| 6M | +15.7% | -5.0% | +20.6% | +17.2% |
| YTD | +36.7% | +15.5% | +21.2% | +25.6% |
| 1Y | +47.9% | +16.4% | +31.5% | +34.7% |
| 3Y | +159.7% | +114.2% | +45.5% | +74.5% |
| 5Y | +159.1% | +153.3% | +5.9% | +60.3% |
| All | +1,677.2% | +136.8% | +1,540.3% | +949.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded KMI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling