+992.0%
ASX vs MKC
+26.7%
+965.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.4% | +3.7% |
| 7D | +11.1% | -4.3% | +15.4% | +11.9% |
| 30D | +9.6% | -3.1% | +12.7% | +10.0% |
| 3M | +18.6% | +6.8% | +11.8% | +16.2% |
| 6M | +92.1% | -18.3% | +110.5% | +99.6% |
| YTD | +158.5% | -23.1% | +181.5% | +171.8% |
| 1Y | +271.9% | -23.7% | +295.6% | +290.4% |
| 3Y | +465.2% | -31.0% | +496.2% | +500.8% |
| 5Y | +479.4% | -33.5% | +513.0% | +511.3% |
| 10Y | +992.0% | +30.3% | +961.7% | +815.4% |
| All | +992.0% | +26.7% | +965.3% | +815.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling