+157.0%
MKSI vs AMIX
-81.0%
+238.0%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.9% | +6.2% | +4.3% |
| 7D | +1.8% | -13.7% | +15.5% | +1.9% |
| 30D | -16.8% | -62.1% | +45.3% | -16.4% |
| 3M | -21.1% | -46.2% | +25.1% | -17.0% |
| 6M | +10.8% | -46.4% | +57.3% | +15.8% |
| YTD | +63.3% | -60.3% | +123.6% | +73.5% |
| 1Y | +157.0% | -79.7% | +236.6% | +232.6% |
| All | +157.0% | -81.0% | +238.0% | +232.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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