+340.6%
MPWR vs RKT
-0.4%
+341.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.6% | +4.9% |
| 7D | -1.7% | +17.7% | -19.4% | -5.0% |
| 30D | -16.5% | +31.6% | -48.2% | -21.3% |
| 3M | -12.3% | +13.9% | -26.2% | -15.2% |
| 6M | -27.7% | +2.8% | -30.5% | -29.4% |
| YTD | +32.0% | -22.2% | +54.2% | +34.9% |
| 1Y | +25.1% | -3.5% | +28.6% | +22.1% |
| 3Y | +146.5% | +95.3% | +51.2% | +100.0% |
| 5Y | +126.0% | -0.4% | +126.4% | +89.1% |
| All | +340.6% | -0.4% | +341.0% | +265.7% |
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 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