+149.9%
MPWR vs KMI
+117.9%
+32.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.0% |
| 7D | -2.6% | -0.5% | -2.1% | -2.4% |
| 30D | -9.0% | +0.9% | -9.9% | -9.4% |
| 3M | -25.8% | 0.0% | -25.8% | -26.2% |
| 6M | +11.8% | -5.7% | +17.5% | +13.3% |
| YTD | +35.5% | +17.5% | +18.0% | +24.5% |
| 1Y | +45.3% | +22.3% | +23.0% | +29.9% |
| All | +149.9% | +117.9% | +32.0% | +92.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling