+146.5%
ASX vs MKSI
+40.1%
+106.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.0% | +1.0% | -0.6% |
| 7D | -14.6% | -10.7% | -3.9% | -7.8% |
| 30D | -21.1% | -30.5% | +9.4% | -0.2% |
| 3M | -3.1% | -39.2% | +36.1% | +32.4% |
| 6M | +17.4% | -33.0% | +50.4% | +55.4% |
| YTD | +135.3% | +22.3% | +113.0% | +150.8% |
| 1Y | +146.5% | +42.7% | +103.8% | +155.0% |
| All | +146.5% | +40.1% | +106.4% | +155.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling