-11.8%
BA vs MKSI
+219.2%
-231.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.4% |
| 7D | 0.0% | +4.0% | -4.0% | -1.0% |
| 30D | -8.9% | -19.3% | +10.4% | -5.3% |
| 3M | -25.5% | -26.9% | +1.4% | -21.2% |
| 6M | -27.0% | -31.7% | +4.8% | -23.6% |
| YTD | -20.1% | +33.9% | -54.1% | -30.3% |
| 1Y | -11.0% | +34.9% | -45.9% | -22.7% |
| 3Y | -11.8% | +207.2% | -219.1% | -38.0% |
| All | -11.8% | +219.2% | -231.0% | -38.0% |
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