+18,884.9%
AME vs MKC
+3,376.8%
+15,508.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.8% |
| 7D | +0.6% | -5.9% | +6.5% | +2.2% |
| 30D | -6.7% | -0.9% | -5.8% | -6.6% |
| 3M | +4.1% | +12.7% | -8.7% | +0.2% |
| 6M | +1.6% | -19.3% | +20.9% | +6.6% |
| YTD | +16.1% | -22.2% | +38.3% | +22.5% |
| 1Y | +27.3% | -23.3% | +50.7% | +34.6% |
| 3Y | +50.9% | -30.0% | +80.9% | +61.1% |
| 5Y | +81.4% | -33.8% | +115.1% | +94.9% |
| 10Y | +417.0% | +24.4% | +392.5% | +365.3% |
| All | +18,884.9% | +3,376.8% | +15,508.1% | +10,492.0% |
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