+127.8%
AAPL vs MKSI
+84.1%
+43.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.3% | +1.3% |
| 7D | +3.8% | +2.7% | +1.2% | +3.2% |
| 30D | +9.9% | -12.8% | +22.7% | +13.1% |
| 3M | +12.5% | -22.5% | +35.0% | +16.0% |
| 6M | +27.6% | +19.4% | +8.2% | +15.0% |
| YTD | +22.6% | +67.7% | -45.2% | -1.5% |
| 1Y | +45.0% | +131.4% | -86.4% | +3.5% |
| 3Y | +87.8% | +197.3% | -109.6% | +10.7% |
| All | +127.8% | +84.1% | +43.7% | +56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling