-74.2%
OPEN vs MKSI
+149.1%
-223.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.4% | -1.8% |
| 7D | -11.4% | +2.7% | -14.1% | -13.1% |
| 30D | -20.1% | -12.8% | -7.3% | -12.7% |
| 3M | -37.6% | -22.5% | -15.1% | -30.0% |
| 6M | -47.1% | +19.4% | -66.5% | -59.1% |
| YTD | -52.1% | +67.7% | -119.9% | -72.8% |
| 1Y | -73.5% | +131.4% | -204.9% | -89.0% |
| 3Y | -24.4% | +197.3% | -221.7% | -78.1% |
| 5Y | -85.1% | +87.0% | -172.1% | -93.2% |
| All | -74.2% | +149.1% | -223.3% | -89.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling