+131.4%
MKSI vs AMIX
-81.9%
+213.3%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.1% |
| 7D | +2.7% | -4.8% | +7.5% | +2.7% |
| 30D | -12.8% | -42.0% | +29.2% | -12.6% |
| 3M | -22.5% | -46.5% | +24.0% | -18.7% |
| 6M | +19.4% | -48.2% | +67.6% | +24.5% |
| YTD | +67.7% | -62.2% | +129.9% | +77.8% |
| 1Y | +131.4% | -82.1% | +213.5% | +195.9% |
| All | +131.4% | -81.9% | +213.3% | +195.9% |
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 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