+145.0%
MKSI vs ONTO
+696.1%
-551.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | -1.1% |
| 7D | +2.7% | +4.9% | -2.3% | -0.8% |
| 30D | -12.8% | -16.6% | +3.8% | -1.7% |
| 3M | -22.5% | -7.3% | -15.2% | -19.7% |
| 6M | +19.4% | +45.9% | -26.5% | -10.5% |
| YTD | +67.7% | +78.2% | -10.4% | +9.0% |
| 1Y | +131.4% | +159.8% | -28.4% | +15.0% |
| 3Y | +197.3% | +123.4% | +73.9% | +42.7% |
| 5Y | +87.0% | +265.8% | -178.8% | -41.3% |
| All | +145.0% | +696.1% | -551.1% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 10y: compounded portfolio wealth divided by compounded ONTO 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…
10y analysis · Full analysis span regression · 6 months rolling