+32.7%
KO vs MPWR
+40.0%
-7.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -1.0% |
| 7D | -0.8% | -1.3% | +0.5% | -0.9% |
| 30D | +0.8% | -12.8% | +13.6% | -0.4% |
| 3M | +8.3% | -21.3% | +29.6% | +7.1% |
| 6M | +14.0% | +13.7% | +0.3% | +13.9% |
| YTD | +26.9% | +33.3% | -6.4% | +29.6% |
| 1Y | +32.7% | +41.3% | -8.6% | +36.4% |
| All | +32.7% | +40.0% | -7.4% | +36.4% |
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