+84.3%
MKSI vs BBIO
+42.7%
+41.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | +2.7% | -3.2% | +5.9% | +3.1% |
| 30D | -12.8% | -13.6% | +0.8% | -11.1% |
| 3M | -22.5% | +7.2% | -29.8% | -23.4% |
| 6M | +19.4% | +1.5% | +17.9% | +18.8% |
| YTD | +67.7% | -5.3% | +73.0% | +67.8% |
| 1Y | +131.4% | +37.7% | +93.7% | +119.9% |
| 3Y | +197.3% | +153.9% | +43.4% | +157.8% |
| All | +84.3% | +42.7% | +41.6% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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