+6,923.6%
MCK vs KR
+2,525.4%
+4,398.2%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -0.5% |
| 7D | -2.9% | -0.2% | -2.7% | -2.9% |
| 30D | +0.4% | +5.1% | -4.6% | -0.7% |
| 3M | +12.1% | -8.2% | +20.3% | +14.0% |
| 6M | -5.4% | -18.0% | +12.5% | -1.6% |
| YTD | +7.8% | -4.8% | +12.6% | +8.3% |
| 1Y | +22.9% | -11.0% | +34.0% | +25.1% |
| 3Y | +110.7% | +37.7% | +73.1% | +93.1% |
| 5Y | +346.2% | +52.8% | +293.4% | +294.0% |
| 10Y | +440.1% | +128.8% | +311.4% | +319.2% |
| All | +6,923.6% | +2,525.4% | +4,398.2% | +3,663.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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