-44.8%
CHTR vs MKSI
+142.7%
-187.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.1% | +1.6% | +3.9% |
| 7D | -4.1% | +2.7% | -6.8% | -3.8% |
| 30D | -3.0% | -12.8% | +9.8% | -4.3% |
| 3M | +4.8% | -22.5% | +27.3% | +3.3% |
| 6M | -35.0% | +19.4% | -54.4% | -34.8% |
| YTD | -30.2% | +67.7% | -97.9% | -30.3% |
| 1Y | -44.8% | +131.4% | -176.2% | -44.5% |
| All | -44.8% | +142.7% | -187.5% | -44.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling