+88.9%
MCK vs AMIX
-99.9%
+188.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.5% | -1.5% |
| 7D | +1.7% | -13.7% | +15.5% | +1.7% |
| 30D | +3.6% | -62.1% | +65.7% | +3.6% |
| 3M | +20.1% | -46.2% | +66.2% | +19.9% |
| 6M | -7.0% | -46.4% | +39.4% | -7.2% |
| YTD | +11.0% | -60.3% | +71.3% | +10.9% |
| 1Y | +31.8% | -79.7% | +111.5% | +31.6% |
| All | +88.9% | -99.9% | +188.7% | +94.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling