+64.9%
KO vs MPWR
+146.5%
-81.5%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -0.8% |
| 7D | -1.8% | -2.6% | +0.8% | -1.9% |
| 30D | +1.4% | -9.0% | +10.5% | +1.1% |
| 3M | +15.4% | -25.8% | +41.2% | +14.6% |
| 6M | +14.3% | +11.8% | +2.5% | +14.5% |
| YTD | +27.7% | +35.5% | -7.8% | +28.7% |
| 1Y | +32.7% | +45.3% | -12.6% | +34.0% |
| All | +64.9% | +146.5% | -81.5% | +63.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling