+198.2%
MKSI vs AVAV
+24.3%
+173.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.4% | +6.3% | +2.1% |
| 7D | +6.6% | -3.2% | +9.8% | +7.3% |
| 30D | -8.2% | -25.6% | +17.3% | -2.4% |
| 3M | -16.4% | -20.2% | +3.8% | -13.7% |
| 6M | +23.0% | -38.1% | +61.0% | +32.9% |
| YTD | +68.2% | -41.8% | +110.0% | +76.6% |
| 1Y | +148.6% | -39.0% | +187.6% | +154.7% |
| All | +198.2% | +24.3% | +173.8% | +149.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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