+26.9%
MKSI vs BBY
+31.8%
-4.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.9% | -7.4% | -9.6% |
| 7D | -18.2% | -1.0% | -17.2% | -18.1% |
| 30D | -37.2% | +17.1% | -54.3% | -35.5% |
| 3M | -43.5% | +18.9% | -62.3% | -41.9% |
| 6M | -38.4% | +77.7% | -116.1% | -35.4% |
| YTD | +10.9% | +54.4% | -43.4% | +16.9% |
| 1Y | +26.9% | +29.4% | -2.5% | +32.5% |
| All | +26.9% | +31.8% | -4.9% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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