+228.1%
AMAT vs MKSI
+191.2%
+36.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.0% | +2.0% | +2.6% |
| 7D | +7.0% | +7.7% | -0.7% | +1.6% |
| 30D | -12.2% | -12.9% | +0.7% | -3.6% |
| 3M | -3.8% | -14.8% | +11.0% | +8.6% |
| 6M | +45.9% | +26.6% | +19.3% | +28.1% |
| YTD | +84.6% | +66.6% | +18.0% | +36.6% |
| 1Y | +193.4% | +144.6% | +48.8% | +67.8% |
| 3Y | +228.1% | +193.1% | +34.9% | +73.6% |
| All | +228.1% | +191.2% | +36.9% | +73.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling