+149.3%
AMC vs RIO
-20.6%
+169.9%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.4% | -0.7% |
| 7D | +8.4% | +0.1% | +8.3% | +8.4% |
| 30D | +9.2% | -10.5% | +19.7% | +18.3% |
| 3M | +32.0% | -15.9% | +47.9% | +49.3% |
| 6M | +149.3% | -22.3% | +171.5% | +245.4% |
| All | +149.3% | -20.6% | +169.9% | +245.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 6mo: compounded portfolio wealth divided by compounded RIO 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…
6mo analysis · Full analysis span regression · 6 months rolling