+93.1%
ACN vs MKSI
+524.1%
-431.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.1% | +1.3% | +3.0% |
| 7D | -1.5% | +2.7% | -4.2% | -2.0% |
| 30D | +2.1% | -12.8% | +14.9% | +4.4% |
| 3M | +11.1% | -22.5% | +33.6% | +12.6% |
| 6M | -6.8% | +19.4% | -26.2% | -16.3% |
| YTD | -30.0% | +67.7% | -97.8% | -43.1% |
| 1Y | -23.1% | +131.4% | -154.5% | -43.5% |
| 3Y | -40.4% | +197.3% | -237.7% | -62.5% |
| 5Y | -41.6% | +87.0% | -128.5% | -59.4% |
| All | +93.1% | +524.1% | -431.0% | -6.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling