+109,016.9%
AAPL vs MCK
+6,818.8%
+102,198.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | +3.8% | -2.9% | +6.8% | +4.5% |
| 30D | +9.9% | +0.4% | +9.5% | +9.8% |
| 3M | +12.5% | +12.1% | +0.4% | +9.6% |
| 6M | +27.6% | -5.4% | +33.1% | +28.6% |
| YTD | +22.6% | +7.8% | +14.8% | +19.7% |
| 1Y | +45.0% | +22.9% | +22.0% | +37.3% |
| 3Y | +87.8% | +110.7% | -23.0% | +55.8% |
| 5Y | +128.7% | +346.2% | -217.5% | +59.9% |
| 10Y | +1,308.9% | +440.1% | +868.7% | +809.0% |
| All | +109,016.9% | +6,818.8% | +102,198.1% | +45,829.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 all: compounded portfolio wealth divided by compounded MCK 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…
all analysis · Full analysis span regression · 6 months rolling