+42.7%
MKSI vs KEY
+29.6%
+13.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.5% | -6.5% | -6.0% |
| 7D | -10.7% | +1.7% | -12.3% | -11.7% |
| 30D | -30.5% | +6.8% | -37.3% | -33.7% |
| 3M | -39.2% | -5.8% | -33.3% | -36.0% |
| 6M | -33.0% | +1.4% | -34.5% | -33.6% |
| YTD | +22.3% | +7.5% | +14.8% | +14.7% |
| 1Y | +42.7% | +29.6% | +13.1% | +22.4% |
| All | +42.7% | +29.6% | +13.1% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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