+180.2%
MPWR vs RKT
+75.2%
+105.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.9% |
| 7D | +16.8% | -9.0% | +25.8% | +19.1% |
| 30D | +11.9% | +30.2% | -18.3% | +5.4% |
| 3M | +2.2% | -8.8% | +11.0% | +3.6% |
| 6M | -15.5% | -0.9% | -14.6% | -16.7% |
| YTD | +54.2% | -29.2% | +83.4% | +60.5% |
| 1Y | +51.5% | -20.1% | +71.5% | +53.0% |
| 3Y | +180.2% | +81.3% | +98.9% | +115.7% |
| All | +180.2% | +75.2% | +105.0% | +115.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling