+31.8%
MCK vs MKSI
+162.5%
-130.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.3% | -5.7% | -1.1% |
| 7D | +1.7% | +1.8% | 0.0% | +1.9% |
| 30D | +3.6% | -16.8% | +20.4% | +2.3% |
| 3M | +20.1% | -21.1% | +41.2% | +17.6% |
| 6M | -7.0% | +10.8% | -17.9% | -10.6% |
| YTD | +11.0% | +63.3% | -52.3% | +7.2% |
| 1Y | +31.8% | +157.0% | -125.1% | +32.7% |
| All | +31.8% | +162.5% | -130.7% | +32.7% |
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