+339.0%
MCK vs MKSI
+84.1%
+254.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | +0.1% |
| 7D | -2.9% | +2.7% | -5.6% | -2.9% |
| 30D | +0.4% | -12.8% | +13.2% | +0.1% |
| 3M | +12.1% | -22.5% | +34.6% | +11.6% |
| 6M | -5.4% | +19.4% | -24.8% | -6.1% |
| YTD | +7.8% | +67.7% | -59.9% | +7.2% |
| 1Y | +22.9% | +131.4% | -108.5% | +22.5% |
| 3Y | +110.7% | +197.3% | -86.6% | +108.5% |
| All | +339.0% | +84.1% | +254.9% | +347.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling