+7.7%
AMT vs RRC
+35.0%
-27.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.5% | -0.2% |
| 7D | -2.2% | +2.5% | -4.7% | -2.4% |
| 30D | +5.8% | +21.1% | -15.4% | +3.2% |
| 3M | +12.6% | +28.4% | -15.8% | +9.0% |
| 6M | +8.3% | +26.5% | -18.1% | +4.5% |
| YTD | +11.4% | +47.0% | -35.6% | +6.2% |
| 1Y | +7.7% | +35.2% | -27.5% | +2.4% |
| All | +7.7% | +35.0% | -27.3% | +2.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling