+3,245.6%
ASX vs MKC
+1,007.3%
+2,238.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -1.1% | +9.7% | +8.9% |
| 7D | -12.3% | -1.9% | -10.4% | -11.9% |
| 30D | -26.0% | +8.0% | -34.0% | -28.2% |
| 3M | -8.1% | -8.6% | +0.5% | -6.5% |
| 6M | +1.4% | +1.1% | +0.3% | -1.5% |
| YTD | +115.6% | -27.7% | +143.2% | +133.0% |
| 1Y | +128.0% | -23.7% | +151.8% | +141.4% |
| 3Y | +371.4% | -19.4% | +390.8% | +372.6% |
| 5Y | +469.4% | -33.3% | +502.7% | +498.8% |
| 10Y | +842.6% | +24.0% | +818.6% | +627.3% |
| All | +3,245.6% | +1,007.3% | +2,238.3% | +1,598.7% |
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