+31.6%
RCL vs AMC
+24.6%
+7.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.6% | +1.1% |
| 7D | +6.5% | +2.6% | +3.9% | +6.2% |
| 30D | +15.9% | +9.0% | +6.9% | +14.8% |
| 3M | +2.7% | +22.2% | -19.5% | -0.2% |
| 6M | +15.2% | +91.5% | -76.2% | +2.2% |
| YTD | +19.2% | +101.3% | -82.0% | +4.3% |
| 1Y | +31.6% | +20.8% | +10.8% | +23.3% |
| All | +31.6% | +24.6% | +7.0% | +23.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling