-81.6%
CHTR vs MKSI
+84.1%
-165.7%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.1% | +1.6% | +3.5% |
| 7D | -4.1% | +2.7% | -6.8% | -4.4% |
| 30D | -3.0% | -12.8% | +9.8% | -1.7% |
| 3M | +4.8% | -22.5% | +27.3% | +6.4% |
| 6M | -35.0% | +19.4% | -54.4% | -38.7% |
| YTD | -30.2% | +67.7% | -97.9% | -38.4% |
| 1Y | -44.8% | +131.4% | -176.2% | -54.5% |
| 3Y | -66.6% | +197.3% | -263.9% | -75.9% |
| All | -81.6% | +84.1% | -165.7% | -86.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling