-85.1%
OPEN vs MKSI
+81.7%
-166.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.3% | -5.0% |
| 7D | -10.5% | +4.9% | -15.4% | -13.6% |
| 30D | -21.8% | -11.0% | -10.8% | -15.9% |
| 3M | -37.5% | -17.1% | -20.4% | -33.9% |
| 6M | -44.1% | +16.4% | -60.5% | -56.6% |
| YTD | -52.0% | +64.3% | -116.3% | -73.1% |
| 1Y | -52.2% | +137.7% | -190.0% | -81.3% |
| 3Y | -25.9% | +189.1% | -215.0% | -80.4% |
| 5Y | -85.1% | +83.1% | -168.2% | -92.8% |
| All | -85.1% | +81.7% | -166.7% | -92.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling