+339.0%
MCK vs AMC
-99.5%
+438.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.2% | +0.1% |
| 7D | -2.9% | -7.2% | +4.3% | -3.0% |
| 30D | +0.4% | -2.8% | +3.2% | +0.4% |
| 3M | +12.1% | +7.9% | +4.2% | +12.4% |
| 6M | -5.4% | +119.6% | -125.1% | -4.3% |
| YTD | +7.8% | +57.7% | -49.9% | +8.7% |
| 1Y | +22.9% | -12.1% | +35.1% | +23.5% |
| 3Y | +110.7% | -66.5% | +177.2% | +111.4% |
| All | +339.0% | -99.5% | +438.5% | +358.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling