+259.2%
ASX vs MKC
-23.3%
+282.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +5.9% |
| 7D | +6.3% | -4.3% | +10.7% | +4.5% |
| 30D | +6.4% | -2.0% | +8.4% | +5.8% |
| 3M | +13.1% | +10.0% | +3.1% | +17.2% |
| 6M | +90.3% | -18.5% | +108.8% | +92.1% |
| YTD | +149.6% | -22.4% | +172.1% | +149.9% |
| All | +259.2% | -23.3% | +282.5% | +262.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling