+152.7%
MPWR vs RKT
-10.1%
+162.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.5% | -0.3% |
| 7D | -1.3% | -1.0% | -0.3% | -1.1% |
| 30D | -12.8% | -2.4% | -10.4% | -12.6% |
| 3M | -21.3% | +1.9% | -23.2% | -22.9% |
| 6M | +13.7% | -13.9% | +27.6% | +16.2% |
| YTD | +33.3% | -30.6% | +63.9% | +43.7% |
| 1Y | +41.3% | -34.4% | +75.7% | +53.3% |
| 3Y | +145.8% | +38.2% | +107.6% | +76.3% |
| All | +152.7% | -10.1% | +162.8% | +93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling