+413.7%
MPWR vs RKT
+0.4%
+413.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +0.9% | +15.7% | +16.4% |
| 7D | +11.6% | +10.3% | +1.3% | +9.3% |
| 30D | +0.1% | +32.3% | -32.2% | -5.6% |
| 3M | -0.8% | +10.7% | -11.5% | -3.5% |
| 6M | -13.0% | -3.2% | -9.8% | -13.9% |
| YTD | +53.9% | -21.5% | +75.5% | +57.0% |
| 1Y | +45.8% | -6.0% | +51.8% | +43.1% |
| 3Y | +194.3% | +104.2% | +90.0% | +136.9% |
| 5Y | +160.1% | +2.5% | +157.7% | +117.1% |
| All | +413.7% | +0.4% | +413.3% | +325.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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