+23.3%
BA vs MKSI
+345.2%
-321.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.8% |
| 7D | -1.1% | +12.2% | -13.3% | -5.1% |
| 30D | -7.1% | -8.0% | +0.9% | -5.7% |
| 3M | -25.5% | -29.5% | +4.0% | -17.9% |
| 6M | -28.7% | -31.9% | +3.2% | -23.3% |
| YTD | -21.0% | +35.3% | -56.3% | -35.3% |
| 1Y | -11.9% | +50.3% | -62.1% | -30.8% |
| 3Y | -16.2% | +216.4% | -232.6% | -56.6% |
| 5Y | -22.4% | +34.4% | -56.8% | -44.8% |
| All | +23.3% | +345.2% | -321.9% | -42.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling