+42.0%
MPWR vs RKT
-31.9%
+73.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.3% | -0.2% |
| 7D | -0.6% | +6.0% | -6.6% | -1.5% |
| 30D | -13.1% | +0.7% | -13.7% | -13.3% |
| 3M | -21.7% | +11.8% | -33.6% | -23.7% |
| 6M | +19.5% | -7.6% | +27.1% | +18.6% |
| YTD | +34.9% | -28.7% | +63.6% | +34.9% |
| 1Y | +42.0% | -32.6% | +74.5% | +37.7% |
| All | +42.0% | -31.9% | +73.8% | +37.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling