+352.3%
MPWR vs RKT
-7.0%
+359.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +2.0% | +1.1% |
| 7D | -2.6% | +2.1% | -4.7% | -3.0% |
| 30D | -9.0% | +1.4% | -10.5% | -9.6% |
| 3M | -25.8% | +6.3% | -32.1% | -27.3% |
| 6M | +11.8% | -15.5% | +27.2% | +13.9% |
| YTD | +35.5% | -27.4% | +62.9% | +41.0% |
| 1Y | +45.3% | -26.6% | +71.9% | +49.8% |
| 3Y | +138.5% | +41.2% | +97.2% | +106.3% |
| 5Y | +152.8% | -6.4% | +159.2% | +115.2% |
| All | +352.3% | -7.0% | +359.3% | +282.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling