+30.8%
MCK vs AMIX
-92.3%
+123.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +2.4% |
| 7D | +4.0% | -9.9% | +13.8% | +4.0% |
| 30D | +12.9% | -52.8% | +65.7% | +13.0% |
| 3M | +28.9% | -80.0% | +108.9% | +29.0% |
| 6M | +49.9% | -80.2% | +130.2% | +50.1% |
| YTD | +34.8% | -88.1% | +123.0% | +36.0% |
| 1Y | +30.8% | -91.1% | +121.9% | +32.1% |
| All | +30.8% | -92.3% | +123.1% | +32.1% |
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