+24.4%
MKSI vs LYV
+30.4%
-6.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -3.3% | +12.0% | +9.4% |
| 7D | -4.8% | -1.5% | -3.4% | -4.7% |
| 30D | -29.6% | +2.6% | -32.2% | -30.1% |
| 3M | -33.9% | -3.6% | -30.3% | -33.5% |
| 6M | -34.4% | +4.4% | -38.9% | -36.4% |
| YTD | +20.6% | +23.0% | -2.3% | +13.2% |
| 1Y | +24.4% | +27.2% | -2.8% | +15.4% |
| All | +24.4% | +30.4% | -6.1% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LYV.
Daily Out/Under-Performance
Portfolio return minus LYV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYV 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 LYV 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