+27.5%
MCK vs AHR
+23.7%
+3.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | +9.3% | +5.9% | +3.4% | +7.4% |
| 30D | +16.3% | +11.0% | +5.3% | +12.8% |
| 3M | +22.3% | +1.5% | +20.9% | +21.5% |
| 6M | +34.1% | +13.9% | +20.2% | +28.6% |
| YTD | +31.1% | +20.9% | +10.2% | +22.6% |
| 1Y | +27.5% | +21.4% | +6.0% | +18.7% |
| All | +27.5% | +23.7% | +3.8% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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