-71.4%
OPEN vs MKSI
+40.1%
-111.5%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -5.0% | +18.8% | +14.9% |
| 7D | +3.7% | -10.7% | +14.3% | +6.3% |
| 30D | -14.3% | -30.5% | +16.2% | -6.2% |
| 3M | -51.9% | -39.2% | -12.8% | -45.7% |
| 6M | -61.4% | -33.0% | -28.4% | -59.2% |
| YTD | -66.0% | +22.3% | -88.4% | -74.0% |
| 1Y | -71.4% | +42.7% | -114.1% | -79.3% |
| All | -71.4% | +40.1% | -111.5% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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