+6,918.4%
MCK vs RRC
+907.4%
+6,011.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | -4.4% | -1.2% | -3.2% | -4.3% |
| 30D | -2.2% | +3.0% | -5.2% | -2.5% |
| 3M | +11.6% | +7.3% | +4.3% | +10.8% |
| 6M | -4.9% | +3.6% | -8.5% | -5.4% |
| YTD | +7.7% | +19.4% | -11.7% | +5.8% |
| 1Y | +25.2% | +21.4% | +3.8% | +22.6% |
| 3Y | +112.1% | +32.8% | +79.4% | +103.9% |
| 5Y | +345.8% | +152.0% | +193.9% | +294.7% |
| 10Y | +439.7% | +5.9% | +433.9% | +366.8% |
| All | +6,918.4% | +907.4% | +6,011.0% | +5,877.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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