+3,552.3%
ASX vs MKC
+1,091.7%
+2,460.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.5% |
| 7D | -0.7% | -5.9% | +5.2% | +1.1% |
| 30D | +2.0% | -0.9% | +2.9% | +2.0% |
| 3M | -1.3% | +12.7% | -14.1% | -6.4% |
| 6M | +71.4% | -19.3% | +90.7% | +81.1% |
| YTD | +135.3% | -22.2% | +157.5% | +150.6% |
| 1Y | +267.5% | -23.3% | +290.8% | +291.0% |
| 3Y | +388.5% | -30.0% | +418.5% | +423.6% |
| 5Y | +417.1% | -33.8% | +450.9% | +453.7% |
| 10Y | +872.7% | +24.4% | +848.3% | +662.4% |
| All | +3,552.3% | +1,091.7% | +2,460.6% | +1,727.6% |
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