+445.9%
ASX vs MKSI
+191.2%
+254.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.0% | +4.1% | +5.0% |
| 7D | +6.3% | +7.7% | -1.4% | +2.1% |
| 30D | +6.4% | -12.9% | +19.3% | +14.2% |
| 3M | +13.1% | -14.8% | +28.0% | +23.2% |
| 6M | +90.3% | +26.6% | +63.7% | +71.7% |
| YTD | +149.6% | +66.6% | +83.0% | +96.5% |
| 1Y | +249.2% | +144.6% | +104.6% | +124.8% |
| 3Y | +445.9% | +193.1% | +252.8% | +214.9% |
| All | +445.9% | +191.2% | +254.7% | +214.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling