+831.5%
KO vs MPWR
+15,324.6%
-14,493.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.2% | -5.3% | -0.4% |
| 7D | +1.7% | -1.7% | +3.4% | +1.7% |
| 30D | +11.5% | -16.5% | +28.0% | +12.7% |
| 3M | +10.8% | -12.3% | +23.1% | +11.4% |
| 6M | +22.3% | -27.7% | +50.0% | +24.0% |
| YTD | +39.5% | +32.0% | +7.5% | +34.4% |
| 1Y | +42.2% | +25.1% | +17.1% | +37.5% |
| 3Y | +83.1% | +146.5% | -63.4% | +61.1% |
| 5Y | +94.8% | +126.0% | -31.2% | +67.7% |
| 10Y | +212.9% | +1,582.7% | -1,369.8% | +113.2% |
| All | +831.5% | +15,324.6% | -14,493.1% | +428.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling