+131.4%
MKSI vs NDAQ
-2.2%
+133.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.6% | +2.0% |
| 7D | +2.7% | -5.6% | +8.2% | +1.4% |
| 30D | -12.8% | -4.4% | -8.4% | -13.6% |
| 3M | -22.5% | +5.9% | -28.4% | -21.0% |
| 6M | +19.4% | +7.7% | +11.7% | +20.9% |
| YTD | +67.7% | -5.2% | +72.9% | +75.9% |
| 1Y | +131.4% | -3.4% | +134.8% | +124.5% |
| All | +131.4% | -2.2% | +133.6% | +124.5% |
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