+42.7%
MKSI vs NDAQ
+28.8%
+13.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.6% | -7.5% | -4.2% |
| 7D | -10.7% | +3.9% | -14.6% | -9.5% |
| 30D | -30.5% | +19.0% | -49.5% | -26.7% |
| 3M | -39.2% | +17.6% | -56.7% | -36.0% |
| 6M | -33.0% | +21.0% | -54.0% | -27.4% |
| YTD | +22.3% | +14.1% | +8.2% | +35.3% |
| 1Y | +42.7% | +29.4% | +13.2% | +40.8% |
| All | +42.7% | +28.8% | +13.9% | +40.8% |
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