+486.8%
ASX vs MKSI
+33.5%
+453.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.6% | -0.5% |
| 7D | +12.4% | +12.2% | +0.2% | +5.5% |
| 30D | -19.8% | -8.0% | -11.8% | -14.9% |
| 3M | -10.3% | -29.5% | +19.2% | +9.5% |
| 6M | +1.2% | -31.9% | +33.2% | +26.4% |
| YTD | +123.0% | +35.3% | +87.7% | +94.6% |
| 1Y | +145.4% | +50.3% | +95.2% | +102.8% |
| 3Y | +368.6% | +216.4% | +152.2% | +138.9% |
| All | +486.8% | +33.5% | +453.4% | +376.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling