+3,552.3%
ASX vs MKSI
+1,132.2%
+2,420.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.3% | -4.1% | -1.6% |
| 7D | -0.7% | +1.8% | -2.5% | -1.6% |
| 30D | +2.0% | -16.8% | +18.8% | +9.6% |
| 3M | -1.3% | -21.1% | +19.8% | +9.1% |
| 6M | +71.4% | +10.8% | +60.6% | +65.0% |
| YTD | +135.3% | +63.3% | +72.0% | +92.9% |
| 1Y | +267.5% | +157.0% | +110.5% | +148.2% |
| 3Y | +388.5% | +163.7% | +224.8% | +211.5% |
| 5Y | +417.1% | +82.0% | +335.1% | +271.2% |
| 10Y | +872.7% | +467.2% | +405.5% | +318.8% |
| All | +3,552.3% | +1,132.2% | +2,420.1% | +668.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling