+569.3%
AMP vs RRC
+4.9%
+564.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.0% |
| 7D | -0.5% | -1.8% | +1.3% | -0.2% |
| 30D | -1.3% | +2.7% | -4.0% | -1.9% |
| 3M | +24.2% | +8.8% | +15.4% | +21.7% |
| 6M | +24.6% | -1.2% | +25.7% | +24.2% |
| YTD | +14.8% | +17.6% | -2.7% | +10.1% |
| 1Y | +12.8% | +18.4% | -5.6% | +7.6% |
| 3Y | +69.0% | +33.1% | +35.9% | +54.7% |
| 5Y | +124.9% | +148.2% | -23.3% | +72.6% |
| All | +569.3% | +4.9% | +564.4% | +357.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling