-38.2%
MKC vs BIYA
-99.9%
+61.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -3.0% | +9.0% | -12.0% | -3.0% |
| 30D | +4.8% | -12.9% | +17.8% | +4.8% |
| 3M | -12.8% | -54.7% | +41.8% | -12.8% |
| 6M | +5.0% | -85.1% | +90.1% | +5.1% |
| YTD | -29.1% | -96.9% | +67.8% | -28.9% |
| 1Y | -26.4% | -98.5% | +72.1% | -26.1% |
| All | -38.2% | -99.9% | +61.7% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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