-88.0%
MKZR vs SPY
+40.7%
-128.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.2% | -2.2% |
| 7D | -5.3% | -0.8% | -4.5% | -4.6% |
| 30D | -5.3% | -1.1% | -4.2% | -4.2% |
| 3M | -38.7% | +3.9% | -42.6% | -40.5% |
| 6M | -61.7% | +13.6% | -75.3% | -65.8% |
| YTD | -64.6% | +12.7% | -77.3% | -68.1% |
| 1Y | -74.3% | +17.5% | -91.8% | -77.9% |
| All | -88.0% | +40.7% | -128.7% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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