+985.8%
ASX vs MKSI
+345.2%
+640.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.6% | -0.7% |
| 7D | +12.4% | +12.2% | +0.2% | +6.2% |
| 30D | -19.8% | -8.0% | -11.8% | -15.2% |
| 3M | -10.3% | -29.5% | +19.2% | +7.8% |
| 6M | +1.2% | -31.9% | +33.2% | +24.3% |
| YTD | +123.0% | +35.3% | +87.7% | +96.6% |
| 1Y | +145.4% | +50.3% | +95.2% | +105.7% |
| 3Y | +368.6% | +216.4% | +152.2% | +157.8% |
| 5Y | +486.0% | +34.4% | +451.6% | +358.1% |
| All | +985.8% | +345.2% | +640.6% | +402.6% |
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 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