+84.3%
MKSI vs TECK
+180.1%
-95.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.7% |
| 7D | +2.7% | -3.8% | +6.5% | +4.5% |
| 30D | -12.8% | +0.7% | -13.5% | -13.4% |
| 3M | -22.5% | +4.6% | -27.1% | -24.4% |
| 6M | +19.4% | +25.1% | -5.7% | +7.1% |
| YTD | +67.7% | +39.2% | +28.5% | +42.5% |
| 1Y | +131.4% | +60.3% | +71.1% | +84.0% |
| 3Y | +197.3% | +62.9% | +134.4% | +132.5% |
| All | +84.3% | +180.1% | -95.8% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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