+19,178.1%
AME vs MKC
+3,031.2%
+16,146.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.9% |
| 7D | +8.1% | -7.3% | +15.4% | +10.1% |
| 30D | -3.8% | +4.0% | -7.7% | -5.1% |
| 3M | -6.6% | -11.5% | +4.8% | -4.2% |
| 6M | +4.6% | +1.1% | +3.5% | +3.0% |
| YTD | +17.9% | -29.9% | +47.8% | +27.2% |
| 1Y | +23.2% | -27.0% | +50.2% | +31.4% |
| 3Y | +62.9% | -22.3% | +85.3% | +68.3% |
| 5Y | +77.5% | -36.0% | +113.5% | +91.3% |
| 10Y | +444.7% | +24.2% | +420.5% | +388.9% |
| All | +19,178.1% | +3,031.2% | +16,146.9% | +10,896.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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