+457.5%
ASX vs MCK
+112.2%
+345.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.0% | -3.5% |
| 7D | +6.5% | -4.4% | +10.9% | +5.7% |
| 30D | +3.1% | -2.2% | +5.3% | +2.8% |
| 3M | +17.4% | +11.6% | +5.8% | +19.9% |
| 6M | +85.4% | -4.9% | +90.4% | +90.4% |
| YTD | +150.1% | +7.7% | +142.4% | +156.9% |
| 1Y | +256.3% | +25.2% | +231.1% | +271.2% |
| All | +457.5% | +112.2% | +345.4% | +518.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling