-73.5%
OPEN vs MKSI
+142.7%
-216.2%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.4% | -0.9% |
| 7D | -11.4% | +2.7% | -14.1% | -12.0% |
| 30D | -20.1% | -12.8% | -7.3% | -17.4% |
| 3M | -37.6% | -22.5% | -15.1% | -35.1% |
| 6M | -47.1% | +19.4% | -66.5% | -52.3% |
| YTD | -52.1% | +67.7% | -119.9% | -62.1% |
| 1Y | -73.5% | +131.4% | -204.9% | -77.9% |
| All | -73.5% | +142.7% | -216.2% | -77.9% |
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