+514.9%
MKSI vs PAAS
+230.4%
+284.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.2% |
| 7D | +2.7% | -1.9% | +4.6% | +3.1% |
| 30D | -12.8% | -3.6% | -9.2% | -12.4% |
| 3M | -22.5% | +8.6% | -31.1% | -24.2% |
| 6M | +19.4% | -16.7% | +36.1% | +23.0% |
| YTD | +67.7% | -1.9% | +69.6% | +66.0% |
| 1Y | +131.4% | +38.0% | +93.4% | +112.5% |
| 3Y | +197.3% | +234.9% | -37.6% | +126.2% |
| 5Y | +87.0% | +119.5% | -32.5% | +47.8% |
| All | +514.9% | +230.4% | +284.6% | +348.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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