+157.0%
MKSI vs NDAQ
+4.3%
+152.7%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.9% | +6.1% | +3.9% |
| 7D | +1.8% | -2.4% | +4.2% | +1.3% |
| 30D | -16.8% | +2.5% | -19.2% | -16.3% |
| 3M | -21.1% | +9.9% | -31.0% | -18.6% |
| 6M | +10.8% | +9.4% | +1.4% | +14.1% |
| YTD | +63.3% | +0.4% | +62.9% | +73.6% |
| 1Y | +157.0% | +4.0% | +152.9% | +158.5% |
| All | +157.0% | +4.3% | +152.7% | +158.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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