+316.5%
CHTR vs MKSI
+1,716.5%
-1,400.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.1% | +1.6% | +3.3% |
| 7D | -4.1% | +2.7% | -6.8% | -4.6% |
| 30D | -3.0% | -12.8% | +9.8% | -0.9% |
| 3M | +4.8% | -22.5% | +27.3% | +7.4% |
| 6M | -35.0% | +19.4% | -54.4% | -39.6% |
| YTD | -30.2% | +67.7% | -97.9% | -40.1% |
| 1Y | -44.8% | +131.4% | -176.2% | -56.3% |
| 3Y | -66.6% | +197.3% | -263.9% | -76.7% |
| 5Y | -81.5% | +87.0% | -168.4% | -86.2% |
| 10Y | -44.8% | +522.1% | -566.9% | -72.9% |
| All | +316.5% | +1,716.5% | -1,400.0% | +57.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling