+140.1%
MKSI vs AMIX
-99.9%
+240.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.0% |
| 7D | +7.7% | -3.4% | +11.1% | +7.7% |
| 30D | -12.9% | -54.4% | +41.5% | -12.6% |
| 3M | -14.8% | -45.7% | +30.9% | -15.2% |
| 6M | +26.6% | -49.2% | +75.8% | +26.0% |
| YTD | +66.6% | -60.3% | +126.9% | +65.8% |
| 1Y | +144.6% | -81.4% | +225.9% | +144.1% |
| All | +140.1% | -99.9% | +240.0% | +125.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling