+514.9%
MKSI vs AMC
-98.9%
+613.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.2% | -2.1% | +1.9% |
| 7D | +2.7% | -7.2% | +9.9% | +2.9% |
| 30D | -12.8% | -2.8% | -10.0% | -12.8% |
| 3M | -22.5% | +7.9% | -30.4% | -23.1% |
| 6M | +19.4% | +119.6% | -100.3% | +15.2% |
| YTD | +67.7% | +57.7% | +10.0% | +63.4% |
| 1Y | +131.4% | -12.1% | +143.5% | +130.0% |
| 3Y | +197.3% | -66.5% | +263.8% | +199.1% |
| 5Y | +87.0% | -99.5% | +186.5% | +103.7% |
| All | +514.9% | -98.9% | +613.9% | +576.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling