+2,175.0%
MKSI vs RMD
+7,312.7%
-5,137.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | +4.9% | -4.2% | +9.1% | +6.4% |
| 30D | -11.0% | -2.1% | -8.9% | -10.6% |
| 3M | -17.1% | +13.8% | -30.8% | -22.2% |
| 6M | +16.4% | -10.6% | +27.0% | +18.8% |
| YTD | +64.3% | -8.1% | +72.4% | +65.7% |
| 1Y | +137.7% | -18.0% | +155.7% | +149.7% |
| 3Y | +189.1% | +52.9% | +136.2% | +140.7% |
| 5Y | +83.1% | -22.3% | +105.4% | +90.4% |
| 10Y | +509.4% | +274.8% | +234.6% | +281.9% |
| All | +2,175.0% | +7,312.7% | -5,137.6% | +694.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 all: compounded portfolio wealth divided by compounded RMD 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…
all analysis · Full analysis span regression · 6 months rolling