+3,774.3%
ASX vs MCK
+3,425.2%
+349.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.1% | +8.2% | +6.6% |
| 7D | +6.3% | -1.9% | +8.3% | +6.8% |
| 30D | +6.4% | +2.4% | +4.1% | +5.7% |
| 3M | +13.1% | +16.1% | -3.0% | +7.8% |
| 6M | +90.3% | -3.1% | +93.4% | +89.1% |
| YTD | +149.6% | +8.7% | +140.9% | +140.2% |
| 1Y | +249.2% | +28.1% | +221.1% | +220.3% |
| 3Y | +445.9% | +114.1% | +331.8% | +324.4% |
| 5Y | +477.7% | +342.5% | +135.2% | +258.9% |
| 10Y | +913.4% | +424.1% | +489.3% | +466.0% |
| All | +3,774.3% | +3,425.2% | +349.1% | +1,160.4% |
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