+124.5%
AMT vs RRC
+63.1%
+61.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | +0.4% | -10.3% | +10.7% | +0.9% |
| 30D | +3.7% | +19.5% | -15.8% | +2.7% |
| 3M | +10.7% | +27.9% | -17.2% | +9.2% |
| 6M | +9.3% | +21.2% | -11.9% | +8.0% |
| YTD | +10.9% | +39.6% | -28.6% | +8.9% |
| 1Y | +10.5% | +31.3% | -20.7% | +8.7% |
| 3Y | +15.5% | +51.9% | -36.4% | +12.1% |
| 5Y | -20.6% | +110.2% | -130.7% | -24.8% |
| 10Y | +124.5% | +56.7% | +67.9% | +80.9% |
| All | +124.5% | +63.1% | +61.5% | +80.9% |
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