+70,808.4%
ROST vs MKC
+3,376.8%
+67,431.6%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.5% | -0.2% |
| 7D | +0.9% | -5.9% | +6.8% | +2.6% |
| 30D | -8.9% | -0.9% | -8.0% | -8.7% |
| 3M | -0.8% | +12.7% | -13.5% | -4.6% |
| 6M | +8.5% | -19.3% | +27.8% | +14.3% |
| YTD | +28.6% | -22.2% | +50.7% | +36.3% |
| 1Y | +52.3% | -23.3% | +75.7% | +61.9% |
| 3Y | +94.8% | -30.0% | +124.8% | +109.5% |
| 5Y | +110.8% | -33.8% | +144.5% | +127.6% |
| 10Y | +304.5% | +24.4% | +280.1% | +252.1% |
| All | +70,808.4% | +3,376.8% | +67,431.6% | +27,059.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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