+330.2%
RCL vs AMC
-98.8%
+429.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.3% | -1.6% | -3.7% |
| 7D | -0.2% | +8.4% | -8.7% | -0.9% |
| 30D | +14.4% | +9.2% | +5.2% | +13.5% |
| 3M | +5.2% | +32.0% | -26.9% | +2.5% |
| 6M | +26.1% | +149.3% | -123.1% | +15.1% |
| YTD | +17.4% | +114.1% | -96.8% | +7.8% |
| 1Y | +24.7% | +35.8% | -11.1% | +18.7% |
| 3Y | +250.9% | -58.3% | +309.2% | +249.2% |
| 5Y | +293.8% | -99.2% | +393.0% | +385.7% |
| All | +330.2% | -98.8% | +429.0% | +229.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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