+157.0%
MKSI vs SU
+70.8%
+86.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.3% | +5.6% | +4.2% |
| 7D | +1.8% | +2.9% | -1.1% | +1.9% |
| 30D | -16.8% | +7.2% | -24.0% | -16.3% |
| 3M | -21.1% | +2.8% | -23.9% | -18.7% |
| 6M | +10.8% | +18.2% | -7.4% | +8.0% |
| YTD | +63.3% | +54.0% | +9.4% | +46.7% |
| 1Y | +157.0% | +70.1% | +86.9% | +123.9% |
| All | +157.0% | +70.8% | +86.2% | +123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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