-45.9%
CHTR vs MKSI
+524.1%
-570.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.1% | +1.6% | +3.4% |
| 7D | -4.1% | +2.7% | -6.8% | -4.5% |
| 30D | -3.0% | -12.8% | +9.8% | -1.2% |
| 3M | +4.8% | -22.5% | +27.3% | +7.0% |
| 6M | -35.0% | +19.4% | -54.4% | -39.1% |
| YTD | -30.2% | +67.7% | -97.9% | -39.3% |
| 1Y | -44.8% | +131.4% | -176.2% | -55.4% |
| 3Y | -66.6% | +197.3% | -263.9% | -76.0% |
| 5Y | -81.5% | +87.0% | -168.4% | -85.9% |
| All | -45.9% | +524.1% | -570.0% | -71.1% |
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 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