+136.8%
MKSI vs AMIX
-99.9%
+236.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.0% | +1.7% | -2.3% |
| 7D | +4.9% | -6.3% | +11.2% | +4.9% |
| 30D | -11.0% | -51.9% | +40.9% | -10.7% |
| 3M | -17.1% | -44.9% | +27.8% | -17.5% |
| 6M | +16.4% | -47.9% | +64.4% | +15.8% |
| YTD | +64.3% | -62.0% | +126.3% | +63.6% |
| 1Y | +137.7% | -82.0% | +219.7% | +137.4% |
| All | +136.8% | -99.9% | +236.7% | +122.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling