+43.4%
XLK vs MKSI
+162.5%
-119.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.3% | -3.6% | -0.6% |
| 7D | +0.9% | +1.8% | -0.9% | +0.3% |
| 30D | +0.7% | -16.8% | +17.5% | +6.0% |
| 3M | -2.9% | -21.1% | +18.2% | +2.9% |
| 6M | +34.3% | +10.8% | +23.4% | +29.6% |
| YTD | +30.4% | +63.3% | -32.9% | +14.8% |
| 1Y | +43.4% | +157.0% | -113.6% | +17.0% |
| All | +43.4% | +162.5% | -119.2% | +17.0% |
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 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