+27.2%
MCK vs AON
+0.9%
+26.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +4.4% | +2.6% | +5.8% |
| 7D | +11.3% | +9.4% | +1.9% | +8.9% |
| 30D | +16.8% | +27.0% | -10.2% | +10.3% |
| 3M | +28.9% | -3.1% | +32.0% | +28.8% |
| 6M | +32.7% | +10.0% | +22.7% | +31.7% |
| YTD | +30.8% | -1.6% | +32.4% | +28.2% |
| All | +27.2% | +0.9% | +26.3% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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