+51,702.8%
APH vs MCK
+7,026.6%
+44,676.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.3% | +1.2% |
| 7D | +5.0% | +1.7% | +3.2% | +4.5% |
| 30D | -3.9% | +3.6% | -7.5% | -4.8% |
| 3M | +13.0% | +20.1% | -7.1% | +7.4% |
| 6M | +25.2% | -7.0% | +32.2% | +26.4% |
| YTD | +22.9% | +11.0% | +11.9% | +18.4% |
| 1Y | +47.8% | +31.8% | +16.0% | +36.2% |
| 3Y | +283.0% | +123.1% | +159.9% | +203.4% |
| 5Y | +349.7% | +351.7% | -2.0% | +194.5% |
| 10Y | +1,061.2% | +435.4% | +625.8% | +597.0% |
| All | +51,702.8% | +7,026.6% | +44,676.2% | +18,526.3% |
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