+1,337.7%
MPWR vs OKTA
+618.3%
+719.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -2.6% | +2.6% | -5.2% | -3.5% |
| 30D | -9.0% | +16.0% | -25.1% | -15.2% |
| 3M | -25.8% | +38.2% | -64.0% | -35.2% |
| 6M | +11.8% | +137.8% | -126.1% | -24.3% |
| YTD | +35.5% | +97.3% | -61.8% | -2.4% |
| 1Y | +45.3% | +90.1% | -44.8% | +6.0% |
| 3Y | +138.5% | +98.0% | +40.4% | +63.3% |
| 5Y | +152.8% | -36.9% | +189.7% | +141.8% |
| All | +1,337.7% | +618.3% | +719.3% | +560.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling