+198.0%
MPWR vs KR
+69.0%
+129.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.3% | +7.6% | +9.5% |
| 7D | +17.3% | +0.8% | +16.5% | +17.7% |
| 30D | +12.1% | +11.1% | +1.0% | +18.3% |
| 3M | +5.6% | +24.4% | -18.8% | +17.5% |
| 6M | -10.7% | +8.5% | -19.3% | -4.5% |
| YTD | +64.0% | +13.1% | +50.8% | +78.0% |
| 1Y | +55.9% | +9.3% | +46.6% | +67.8% |
| All | +198.0% | +69.0% | +129.0% | +197.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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