+84.3%
MKSI vs OSCR
+96.8%
-12.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +2.0% |
| 7D | +2.7% | +1.6% | +1.1% | +2.4% |
| 30D | -12.8% | +10.7% | -23.5% | -14.3% |
| 3M | -22.5% | +13.4% | -35.9% | -24.6% |
| 6M | +19.4% | +144.6% | -125.2% | +1.7% |
| YTD | +67.7% | +128.0% | -60.3% | +43.9% |
| 1Y | +131.4% | +68.7% | +62.7% | +105.3% |
| 3Y | +197.3% | +398.8% | -201.5% | +102.5% |
| All | +84.3% | +96.8% | -12.5% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 5y: compounded portfolio wealth divided by compounded OSCR 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…
5y analysis · Full analysis span regression · 6 months rolling