+479.4%
ASX vs MKSI
+90.4%
+389.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.6% | +3.0% |
| 7D | +11.1% | +6.6% | +4.5% | +7.3% |
| 30D | +9.6% | -8.2% | +17.8% | +14.6% |
| 3M | +18.6% | -16.4% | +35.0% | +30.3% |
| 6M | +92.1% | +23.0% | +69.2% | +73.6% |
| YTD | +158.5% | +68.2% | +90.3% | +97.8% |
| 1Y | +271.9% | +148.6% | +123.3% | +128.8% |
| 3Y | +465.2% | +196.0% | +269.3% | +194.2% |
| 5Y | +479.4% | +87.4% | +392.1% | +272.2% |
| All | +479.4% | +90.4% | +389.0% | +272.2% |
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