+197.3%
MKSI vs ZBRA
+35.9%
+161.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.2% | +0.9% |
| 7D | +2.7% | -3.4% | +6.1% | +4.9% |
| 30D | -12.8% | -7.4% | -5.4% | -8.3% |
| 3M | -22.5% | +57.5% | -80.0% | -46.3% |
| 6M | +19.4% | +64.0% | -44.6% | -21.6% |
| YTD | +67.7% | +44.3% | +23.4% | +18.2% |
| 1Y | +131.4% | +10.9% | +120.5% | +104.8% |
| 3Y | +197.3% | +37.5% | +159.8% | +112.7% |
| All | +197.3% | +35.9% | +161.4% | +112.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 3y: compounded portfolio wealth divided by compounded ZBRA 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…
3y analysis · Full analysis span regression · 6 months rolling