+38.2%
AMC vs RBA
-4.2%
+42.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.4% | +5.9% | +7.4% |
| 7D | +6.6% | +2.5% | +4.1% | +5.7% |
| 30D | +14.1% | +11.6% | +2.5% | +10.1% |
| 3M | +31.3% | +1.5% | +29.8% | +31.4% |
| 6M | +126.7% | -6.6% | +133.3% | +125.8% |
| YTD | +117.9% | -6.3% | +124.2% | +116.1% |
| All | +38.2% | -4.2% | +42.4% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1y: compounded portfolio wealth divided by compounded RBA 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…
1y analysis · Full analysis span regression · 6 months rolling