+963.7%
ASX vs MKSI
+511.3%
+452.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -0.9% | -2.1% |
| 7D | +6.5% | +4.9% | +1.6% | +4.1% |
| 30D | +3.1% | -11.0% | +14.1% | +9.0% |
| 3M | +17.4% | -17.1% | +34.5% | +28.5% |
| 6M | +85.4% | +16.4% | +69.0% | +73.6% |
| YTD | +150.1% | +64.3% | +85.8% | +98.2% |
| 1Y | +256.3% | +137.7% | +118.6% | +134.0% |
| 3Y | +446.9% | +189.1% | +257.8% | +208.8% |
| 5Y | +447.1% | +83.1% | +364.0% | +266.5% |
| All | +963.7% | +511.3% | +452.3% | +380.3% |
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