+728.1%
MCK vs AMBA
-0.9%
+729.0%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.5% | +3.9% | +2.5% |
| 7D | +4.0% | +2.7% | +1.3% | +3.8% |
| 30D | +12.9% | -2.2% | +15.1% | +12.9% |
| 3M | +28.9% | -26.6% | +55.5% | +30.3% |
| 6M | +49.9% | -26.8% | +76.7% | +50.6% |
| YTD | +34.8% | -15.1% | +50.0% | +33.8% |
| 1Y | +30.8% | -32.3% | +63.1% | +31.4% |
| 3Y | +137.4% | +19.8% | +117.6% | +123.5% |
| 5Y | +403.3% | -69.2% | +472.6% | +421.3% |
| All | +728.1% | -0.9% | +729.0% | +548.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling