+95.0%
MKSI vs AMIX
-100.0%
+195.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -2.6% |
| 7D | +12.2% | -9.9% | +22.0% | +12.2% |
| 30D | -8.0% | -52.8% | +44.7% | -7.7% |
| 3M | -29.5% | -80.0% | +50.5% | -29.0% |
| 6M | -31.9% | -80.2% | +48.3% | -32.0% |
| YTD | +35.3% | -88.1% | +123.4% | +35.5% |
| 1Y | +50.3% | -91.1% | +141.3% | +50.6% |
| All | +95.0% | -100.0% | +195.0% | +83.9% |
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