+369.5%
ALAB vs MKSI
+125.9%
+243.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.1% | +0.3% | +0.8% |
| 7D | -6.2% | +2.7% | -8.9% | -8.1% |
| 30D | -8.7% | -12.8% | +4.1% | +1.3% |
| 3M | -20.7% | -22.5% | +1.8% | -2.4% |
| 6M | +133.5% | +19.4% | +114.1% | +115.2% |
| YTD | +75.1% | +67.7% | +7.3% | +25.3% |
| 1Y | +25.0% | +131.4% | -106.4% | -30.4% |
| All | +369.5% | +125.9% | +243.6% | +143.4% |
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