+39.9%
KO vs MPWR
+53.9%
-14.0%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.9% | -8.2% | +1.4% |
| 7D | +1.8% | +17.3% | -15.4% | +3.3% |
| 30D | +8.7% | +12.1% | -3.4% | +9.9% |
| 3M | +13.5% | +5.6% | +7.9% | +14.4% |
| 6M | +25.6% | -10.7% | +36.3% | +26.9% |
| YTD | +42.3% | +64.0% | -21.7% | +45.6% |
| 1Y | +39.9% | +55.9% | -16.0% | +42.4% |
| All | +39.9% | +53.9% | -14.0% | +42.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling