+25.0%
FLEX vs MKSI
+40.1%
-15.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -5.0% | -7.3% | -8.6% |
| 7D | -17.0% | -10.7% | -6.3% | -9.3% |
| 30D | -33.8% | -30.5% | -3.3% | -13.4% |
| 3M | -39.0% | -39.2% | +0.1% | -13.0% |
| 6M | -15.9% | -33.0% | +17.1% | +13.4% |
| YTD | +27.8% | +22.3% | +5.5% | +25.8% |
| 1Y | +25.0% | +42.7% | -17.7% | +15.6% |
| All | +25.0% | +40.1% | -15.1% | +15.6% |
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