+382.3%
APP vs MKSI
+46.3%
+336.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.3% | +5.4% | +4.4% |
| 7D | +0.3% | +4.9% | -4.6% | -2.6% |
| 30D | -1.3% | -11.0% | +9.7% | +4.4% |
| 3M | -36.2% | -17.1% | -19.1% | -33.1% |
| 6M | -34.1% | +16.4% | -50.5% | -46.1% |
| YTD | -53.3% | +64.3% | -117.6% | -69.9% |
| 1Y | -44.5% | +137.7% | -182.3% | -72.9% |
| 3Y | +646.7% | +189.1% | +457.5% | +185.4% |
| 5Y | +306.4% | +83.1% | +223.3% | +119.8% |
| All | +382.3% | +46.3% | +336.0% | +180.4% |
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