+2,206.8%
MKSI vs KEY
+90.8%
+2,116.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.8% | +3.8% | +2.6% |
| 7D | +7.7% | +2.7% | +5.0% | +6.7% |
| 30D | -12.9% | -3.2% | -9.6% | -11.8% |
| 3M | -14.8% | +1.0% | -15.8% | -15.0% |
| 6M | +26.6% | +11.9% | +14.8% | +22.0% |
| YTD | +66.6% | +8.7% | +57.9% | +62.1% |
| 1Y | +144.6% | +18.5% | +126.1% | +130.7% |
| 3Y | +193.1% | +124.0% | +69.2% | +123.6% |
| 5Y | +88.6% | +40.8% | +47.8% | +62.9% |
| 10Y | +490.9% | +167.0% | +323.9% | +297.8% |
| All | +2,206.8% | +90.8% | +2,116.0% | +1,342.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling