+427.0%
MCK vs AXON
+1,815.8%
-1,388.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -2.9% | -7.0% | +4.1% | -2.4% |
| 30D | +0.4% | -20.1% | +20.5% | +1.8% |
| 3M | +12.1% | +7.4% | +4.7% | +11.1% |
| 6M | -5.4% | -7.4% | +1.9% | -5.7% |
| YTD | +7.8% | -15.6% | +23.4% | +8.0% |
| 1Y | +22.9% | -36.2% | +59.1% | +25.5% |
| 3Y | +110.7% | +124.8% | -14.1% | +87.9% |
| 5Y | +346.2% | +166.6% | +179.6% | +283.0% |
| All | +427.0% | +1,815.8% | -1,388.8% | +253.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 10y: compounded portfolio wealth divided by compounded AXON 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…
10y analysis · Full analysis span regression · 6 months rolling