+72.6%
MCK vs AHR
+356.1%
-283.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | -2.9% | -2.1% | -0.8% | -2.5% |
| 30D | +0.4% | +1.9% | -1.5% | +0.1% |
| 3M | +12.1% | +15.7% | -3.6% | +9.2% |
| 6M | -5.4% | +2.5% | -8.0% | -6.2% |
| YTD | +7.8% | +15.0% | -7.2% | +4.8% |
| 1Y | +22.9% | +28.1% | -5.2% | +17.4% |
| All | +72.6% | +356.1% | -283.5% | +55.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling