+137.4%
MCK vs AMC
-59.1%
+196.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.7% | +5.1% | +2.3% |
| 7D | +4.0% | +3.5% | +0.5% | +4.1% |
| 30D | +12.9% | +12.5% | +0.5% | +13.3% |
| 3M | +28.9% | +23.6% | +5.3% | +29.7% |
| 6M | +49.9% | +144.4% | -94.4% | +54.1% |
| YTD | +34.8% | +108.3% | -73.5% | +38.5% |
| 1Y | +30.8% | +38.9% | -8.1% | +33.4% |
| 3Y | +137.4% | -58.9% | +196.3% | +127.1% |
| All | +137.4% | -59.1% | +196.6% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 3y: compounded portfolio wealth divided by compounded AMC 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…
3y analysis · Full analysis span regression · 6 months rolling