+222.7%
KO vs MPWR
+1,725.0%
-1,502.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.0% |
| 7D | +2.2% | +2.2% | 0.0% | +2.0% |
| 30D | +10.1% | -2.1% | +12.1% | +10.0% |
| 3M | +12.2% | -1.6% | +13.8% | +12.0% |
| 6M | +25.1% | -14.9% | +40.1% | +25.4% |
| YTD | +41.3% | +50.5% | -9.2% | +35.7% |
| 1Y | +41.1% | +40.0% | +1.1% | +36.1% |
| 3Y | +86.3% | +175.0% | -88.7% | +62.9% |
| 5Y | +97.8% | +162.0% | -64.2% | +67.8% |
| 10Y | +222.7% | +1,791.8% | -1,569.1% | +95.1% |
| All | +222.7% | +1,725.0% | -1,502.2% | +95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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