+1,224.2%
MRVL vs KDP
+248.3%
+975.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.5% |
| 7D | -10.2% | +8.2% | -18.4% | -11.9% |
| 30D | -43.9% | +18.4% | -62.3% | -46.5% |
| 3M | -26.0% | +29.2% | -55.2% | -31.2% |
| 6M | -9.2% | +32.3% | -41.5% | -17.3% |
| YTD | +82.0% | +38.5% | +43.5% | +62.9% |
| 1Y | +65.9% | +48.5% | +17.4% | +45.0% |
| 3Y | +185.0% | +32.5% | +152.6% | +149.7% |
| 5Y | +121.5% | +19.7% | +101.8% | +103.2% |
| 10Y | +1,224.2% | +256.4% | +967.8% | +872.7% |
| All | +1,224.2% | +248.3% | +975.9% | +872.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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