+45.0%
AAPL vs MKSI
+142.7%
-97.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.3% | +1.8% |
| 7D | +3.8% | +2.7% | +1.2% | +3.9% |
| 30D | +9.9% | -12.8% | +22.7% | +9.9% |
| 3M | +12.5% | -22.5% | +35.0% | +11.6% |
| 6M | +27.6% | +19.4% | +8.2% | +21.9% |
| YTD | +22.6% | +67.7% | -45.2% | +14.8% |
| 1Y | +45.0% | +131.4% | -86.4% | +34.3% |
| All | +45.0% | +142.7% | -97.7% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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