+98.5%
FLEX vs MKSI
+162.5%
-64.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.3% | -2.8% | -1.3% |
| 7D | -0.9% | +1.8% | -2.7% | -2.1% |
| 30D | -10.1% | -16.8% | +6.6% | +0.8% |
| 3M | -31.3% | -21.1% | -10.2% | -20.2% |
| 6M | +71.3% | +10.8% | +60.4% | +65.6% |
| YTD | +81.2% | +63.3% | +17.9% | +49.1% |
| 1Y | +98.5% | +157.0% | -58.5% | +42.6% |
| All | +98.5% | +162.5% | -64.0% | +42.6% |
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