+176.6%
MPWR vs KMI
+145.6%
+30.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.3% | +7.6% | +8.3% |
| 7D | +17.3% | +0.2% | +17.0% | +17.4% |
| 30D | +12.1% | -3.7% | +15.7% | +13.9% |
| 3M | +5.6% | +1.2% | +4.4% | +4.6% |
| 6M | -10.7% | -0.3% | -10.5% | -11.6% |
| YTD | +64.0% | +19.2% | +44.7% | +46.5% |
| 1Y | +55.9% | +21.7% | +34.2% | +37.3% |
| 3Y | +199.5% | +120.4% | +79.1% | +84.5% |
| 5Y | +176.6% | +144.9% | +31.7% | +69.3% |
| All | +176.6% | +145.6% | +30.9% | +69.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling