+27.5%
MCK vs MKSI
+27.2%
+0.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.3% | +9.5% | -0.7% |
| 7D | +9.3% | -18.2% | +27.5% | +7.3% |
| 30D | +16.3% | -37.2% | +53.5% | +11.9% |
| 3M | +22.3% | -43.5% | +65.8% | +17.0% |
| 6M | +34.1% | -38.4% | +72.5% | +24.9% |
| YTD | +31.1% | +10.9% | +20.1% | +15.2% |
| 1Y | +27.5% | +26.9% | +0.6% | +11.2% |
| All | +27.5% | +27.2% | +0.2% | +11.2% |
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