+245.3%
RCL vs AMC
-99.3%
+344.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -12.5% | +9.4% | -1.6% |
| 7D | +3.9% | 0.0% | +3.9% | +3.9% |
| 30D | +11.8% | +4.4% | +7.3% | +11.1% |
| 3M | -0.8% | +15.4% | -16.2% | -3.0% |
| 6M | +23.6% | +93.7% | -70.1% | +11.3% |
| YTD | +17.6% | +97.4% | -79.8% | +4.8% |
| 1Y | +28.3% | +23.2% | +5.1% | +20.5% |
| 3Y | +261.4% | -71.3% | +332.7% | +282.7% |
| 5Y | +245.3% | -99.3% | +344.6% | +469.5% |
| All | +245.3% | -99.3% | +344.6% | +469.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling