+234.8%
RCL vs AMC
-99.4%
+334.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.5% | -0.7% |
| 7D | -5.1% | +2.3% | -7.4% | -5.4% |
| 30D | -19.0% | -0.7% | -18.3% | -19.0% |
| 3M | -9.6% | +35.2% | -44.8% | -14.3% |
| 6M | -6.7% | +124.6% | -131.3% | -17.6% |
| YTD | -3.9% | +69.9% | -73.8% | -12.6% |
| 1Y | -25.1% | -2.6% | -22.5% | -27.5% |
| 3Y | +179.1% | -79.8% | +258.9% | +204.1% |
| All | +234.8% | -99.4% | +334.2% | +460.4% |
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 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