+1,293.3%
MPWR vs OKTA
+620.5%
+672.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.5% | -1.1% |
| 7D | -2.3% | +0.4% | -2.7% | -2.4% |
| 30D | -15.4% | +13.8% | -29.2% | -20.6% |
| 3M | -19.4% | +48.9% | -68.3% | -31.4% |
| 6M | +12.7% | +114.9% | -102.2% | -20.3% |
| YTD | +31.3% | +97.9% | -66.6% | -5.5% |
| 1Y | +39.7% | +89.7% | -50.0% | +2.0% |
| 3Y | +142.2% | +95.8% | +46.4% | +66.6% |
| 5Y | +149.0% | -32.6% | +181.6% | +132.5% |
| All | +1,293.3% | +620.5% | +672.8% | +539.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 OKTA 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