+149.2%
SNDK vs MKSI
+20.1%
+129.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.1% | -5.6% | -6.2% |
| 7D | -6.1% | +2.7% | -8.8% | -9.5% |
| 30D | +21.5% | -12.8% | +34.3% | +45.3% |
| 3M | -13.2% | -22.5% | +9.3% | +31.6% |
| 6M | +149.2% | +19.4% | +129.8% | +131.0% |
| All | +149.2% | +20.1% | +129.1% | +131.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling