+27.6%
MCK vs AMIX
-92.3%
+119.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -3.0% | +10.0% | +7.0% |
| 7D | +11.3% | -25.1% | +36.5% | +11.4% |
| 30D | +16.8% | -54.5% | +71.3% | +16.9% |
| 3M | +28.9% | -91.7% | +120.7% | +29.0% |
| 6M | +32.7% | -79.4% | +112.1% | +32.9% |
| YTD | +30.8% | -86.1% | +116.8% | +31.9% |
| 1Y | +27.6% | -91.6% | +119.1% | +29.3% |
| All | +27.6% | -92.3% | +119.9% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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