+7,004.6%
MCK vs KEY
+393.3%
+6,611.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | -3.6% | -0.3% | -3.3% | -3.5% |
| 30D | +1.4% | -3.3% | +4.7% | +2.1% |
| 3M | +13.8% | -0.7% | +14.6% | +13.9% |
| 6M | -5.2% | +12.5% | -17.7% | -7.4% |
| YTD | +9.0% | +8.4% | +0.6% | +7.1% |
| 1Y | +26.9% | +18.4% | +8.4% | +22.4% |
| 3Y | +114.7% | +123.3% | -8.6% | +78.3% |
| 5Y | +347.1% | +38.8% | +308.3% | +292.1% |
| 10Y | +446.4% | +169.3% | +277.1% | +300.4% |
| All | +7,004.6% | +393.3% | +6,611.4% | +3,472.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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