+87.5%
MKSI vs ACWI
+66.6%
+20.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +2.4% |
| 7D | +6.6% | 0.0% | +6.6% | +6.5% |
| 30D | -8.2% | -0.6% | -7.6% | -7.0% |
| 3M | -16.4% | +4.3% | -20.7% | -22.2% |
| 6M | +23.0% | +12.7% | +10.3% | -2.9% |
| YTD | +68.2% | +13.9% | +54.3% | +30.3% |
| 1Y | +148.6% | +20.5% | +128.0% | +72.5% |
| 3Y | +196.0% | +76.5% | +119.4% | +4.6% |
| All | +87.5% | +66.6% | +20.9% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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