+8,916.8%
MPWR vs KMI
+107.5%
+8,809.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.1% |
| 7D | -2.6% | -0.5% | -2.1% | -2.4% |
| 30D | -9.0% | +0.9% | -9.9% | -9.5% |
| 3M | -25.8% | 0.0% | -25.8% | -26.2% |
| 6M | +11.8% | -5.7% | +17.5% | +13.4% |
| YTD | +35.5% | +17.5% | +18.0% | +25.3% |
| 1Y | +45.3% | +22.3% | +23.0% | +31.5% |
| 3Y | +138.5% | +111.9% | +26.5% | +71.4% |
| 5Y | +152.8% | +151.8% | +0.9% | +69.2% |
| 10Y | +1,616.6% | +138.7% | +1,477.9% | +1,007.6% |
| All | +8,916.8% | +107.5% | +8,809.4% | +5,415.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling