+2,979.8%
ASX vs MKC
+1,019.3%
+1,960.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.3% | +9.7% | +7.4% |
| 7D | -19.9% | +2.3% | -22.3% | -20.6% |
| 30D | -30.9% | +8.1% | -39.0% | -33.0% |
| 3M | -15.1% | -6.4% | -8.7% | -14.2% |
| 6M | -6.5% | +1.8% | -8.3% | -9.2% |
| YTD | +98.4% | -26.9% | +125.3% | +113.8% |
| 1Y | +107.9% | -21.7% | +129.6% | +118.2% |
| 3Y | +325.3% | -18.7% | +344.0% | +325.5% |
| 5Y | +447.3% | -32.8% | +480.1% | +474.4% |
| 10Y | +763.2% | +27.0% | +736.3% | +560.4% |
| All | +2,979.8% | +1,019.3% | +1,960.5% | +1,459.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling