+345.8%
MCK vs AXON
+161.3%
+184.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -1.2% |
| 7D | -4.4% | -11.0% | +6.6% | -4.3% |
| 30D | -2.2% | -24.7% | +22.5% | -1.9% |
| 3M | +11.6% | +7.0% | +4.6% | +11.6% |
| 6M | -4.9% | -9.6% | +4.7% | -5.0% |
| YTD | +7.7% | -15.7% | +23.4% | +8.1% |
| 1Y | +25.2% | -35.9% | +61.2% | +26.0% |
| 3Y | +112.1% | +123.0% | -10.9% | +106.4% |
| 5Y | +345.8% | +166.3% | +179.5% | +323.1% |
| All | +345.8% | +161.3% | +184.6% | +323.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling