+1,092.8%
STX vs MKSI
+81.7%
+1,011.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.3% | -1.5% |
| 7D | +8.0% | +4.9% | +3.1% | +5.6% |
| 30D | +5.1% | -11.0% | +16.1% | +11.9% |
| 3M | +5.8% | -17.1% | +22.8% | +16.5% |
| 6M | +124.9% | +16.4% | +108.5% | +111.8% |
| YTD | +213.9% | +64.3% | +149.6% | +153.5% |
| 1Y | +350.4% | +137.7% | +212.7% | +208.1% |
| 3Y | +1,314.2% | +189.1% | +1,125.1% | +711.1% |
| 5Y | +1,092.8% | +83.1% | +1,009.7% | +688.7% |
| All | +1,092.8% | +81.7% | +1,011.1% | +688.7% |
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