+1,837.5%
MRVL vs KR
+690.7%
+1,146.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.3% | +5.6% | +4.5% |
| 7D | +13.8% | -3.1% | +16.9% | +14.4% |
| 30D | +12.7% | +0.6% | +12.1% | +12.4% |
| 3M | -11.9% | -9.8% | -2.1% | -11.1% |
| 6M | +153.8% | -22.1% | +176.0% | +161.9% |
| YTD | +177.0% | -8.1% | +185.1% | +176.4% |
| 1Y | +252.3% | -14.7% | +267.0% | +255.2% |
| 3Y | +325.5% | +28.6% | +297.0% | +281.5% |
| 5Y | +290.9% | +36.4% | +254.5% | +236.6% |
| 10Y | +1,954.1% | +120.8% | +1,833.4% | +1,362.8% |
| All | +1,837.5% | +690.7% | +1,146.8% | +748.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling