+8.1%
AMT vs MKSI
+191.6%
-183.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.1% | -0.1% |
| 7D | +1.5% | +6.6% | -5.2% | +1.8% |
| 30D | +3.7% | -8.2% | +12.0% | +3.3% |
| 3M | -7.2% | -16.4% | +9.2% | -7.8% |
| 6M | -4.2% | +23.0% | -27.1% | -3.8% |
| YTD | +1.9% | +68.2% | -66.3% | +3.4% |
| 1Y | -6.4% | +148.6% | -154.9% | -3.7% |
| All | +8.1% | +191.6% | -183.5% | +2.8% |
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