+100.3%
MKSI vs AMIX
-100.0%
+200.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -8.4% | +6.5% | -1.9% |
| 7D | +25.3% | -10.9% | +36.1% | +25.3% |
| 30D | -10.5% | -55.0% | +44.5% | -10.2% |
| 3M | -27.7% | -82.0% | +54.3% | -27.2% |
| 6M | -28.8% | -80.4% | +51.6% | -28.9% |
| YTD | +39.0% | -88.3% | +127.2% | +39.2% |
| 1Y | +45.2% | -92.4% | +137.6% | +45.7% |
| All | +100.3% | -100.0% | +200.3% | +88.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling