+80.3%
MKSI vs Q
+71.3%
+8.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.7% | +2.6% | +3.1% |
| 7D | +1.8% | +0.2% | +1.5% | +1.7% |
| 30D | -16.8% | -11.1% | -5.7% | -9.5% |
| 3M | -21.1% | -22.1% | +1.0% | -5.4% |
| 6M | +10.8% | +0.5% | +10.4% | +15.2% |
| YTD | +63.3% | +47.8% | +15.5% | +48.7% |
| All | +80.3% | +71.3% | +8.9% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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