+258.8%
ASX vs MKSI
+142.7%
+116.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -2.2% |
| 7D | +5.2% | +2.7% | +2.5% | +3.6% |
| 30D | +0.5% | -12.8% | +13.3% | +8.9% |
| 3M | +8.3% | -22.5% | +30.9% | +25.7% |
| 6M | +82.0% | +19.4% | +62.6% | +74.4% |
| YTD | +147.6% | +67.7% | +79.9% | +108.6% |
| 1Y | +258.8% | +131.4% | +127.4% | +174.6% |
| All | +258.8% | +142.7% | +116.1% | +174.6% |
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 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