+26.9%
MKSI vs AHR
+23.7%
+3.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.6% | -8.7% | -9.4% |
| 7D | -18.2% | +5.9% | -24.1% | -17.8% |
| 30D | -37.2% | +11.0% | -48.2% | -36.8% |
| 3M | -43.5% | +1.5% | -44.9% | -42.9% |
| 6M | -38.4% | +13.9% | -52.3% | -39.6% |
| YTD | +10.9% | +20.9% | -9.9% | +6.9% |
| 1Y | +26.9% | +21.4% | +5.5% | +21.9% |
| All | +26.9% | +23.7% | +3.2% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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