+366.9%
RCL vs AMC
-98.7%
+465.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.7% |
| 7D | +8.5% | +5.5% | +3.0% | +8.0% |
| 30D | +20.4% | +16.1% | +4.3% | +18.9% |
| 3M | +11.0% | +43.0% | -32.0% | +7.4% |
| 6M | +24.9% | +130.7% | -105.8% | +14.6% |
| YTD | +23.9% | +121.8% | -97.9% | +13.5% |
| 1Y | +30.8% | +40.7% | -9.8% | +24.2% |
| 3Y | +270.4% | -56.8% | +327.2% | +267.4% |
| 5Y | +296.1% | -99.1% | +395.2% | +385.5% |
| All | +366.9% | -98.7% | +465.6% | +257.1% |
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