+146.5%
ASX vs MCK
+31.3%
+115.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +7.0% | -10.9% | -1.6% |
| 7D | -14.6% | +11.3% | -25.9% | -11.3% |
| 30D | -21.1% | +16.8% | -37.9% | -16.9% |
| 3M | -3.1% | +28.9% | -32.0% | +5.3% |
| 6M | +17.4% | +32.7% | -15.3% | +30.3% |
| YTD | +135.3% | +30.8% | +104.6% | +162.4% |
| 1Y | +146.5% | +27.6% | +118.9% | +172.0% |
| All | +146.5% | +31.3% | +115.2% | +172.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling