+278.7%
AMD vs MKSI
+47.2%
+231.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.9% | +1.4% | +3.2% |
| 7D | +13.1% | +15.9% | -2.8% | +3.2% |
| 30D | -7.0% | -9.6% | +2.6% | +1.1% |
| 3M | +16.6% | -23.2% | +39.7% | +40.5% |
| 6M | +20.5% | -29.2% | +49.7% | +52.9% |
| YTD | +158.2% | +41.8% | +116.4% | +101.0% |
| 1Y | +132.8% | +48.7% | +84.1% | +74.9% |
| 3Y | +366.2% | +225.3% | +141.0% | +69.6% |
| 5Y | +278.7% | +43.6% | +235.1% | +182.6% |
| All | +278.7% | +47.2% | +231.4% | +182.6% |
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 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