+1,670.2%
MKSI vs VIVK
-100.0%
+1,770.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -7.4% | +9.5% | +2.1% |
| 7D | +2.7% | -4.4% | +7.1% | +2.7% |
| 30D | -12.8% | -40.8% | +28.0% | -12.8% |
| 3M | -22.5% | -94.1% | +71.6% | -22.4% |
| 6M | +19.4% | -98.2% | +117.6% | +19.6% |
| YTD | +67.7% | -98.0% | +165.7% | +67.9% |
| 1Y | +131.4% | -100.0% | +231.4% | +132.1% |
| 3Y | +197.3% | -100.0% | +297.3% | +198.1% |
| 5Y | +87.0% | -100.0% | +187.0% | +87.5% |
| 10Y | +522.1% | -100.0% | +622.1% | +523.1% |
| All | +1,670.2% | -100.0% | +1,770.2% | +1,670.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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