+514.9%
MKSI vs BBY
+252.7%
+262.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -1.0% | +0.5% |
| 7D | +2.7% | +0.6% | +2.1% | +2.3% |
| 30D | -12.8% | +9.4% | -22.2% | -17.2% |
| 3M | -22.5% | +19.3% | -41.9% | -30.3% |
| 6M | +19.4% | +47.9% | -28.5% | -6.1% |
| YTD | +67.7% | +39.6% | +28.2% | +34.3% |
| 1Y | +131.4% | +22.2% | +109.2% | +98.9% |
| 3Y | +197.3% | +45.0% | +152.4% | +127.8% |
| 5Y | +87.0% | +2.6% | +84.4% | +65.7% |
| All | +514.9% | +252.7% | +262.2% | +261.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling