+32.0%
RCL vs AMIX
-92.3%
+124.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.0% | +9.4% | +6.4% |
| 7D | +11.7% | -25.1% | +36.8% | +11.7% |
| 30D | +21.1% | -54.5% | +75.7% | +21.3% |
| 3M | +2.9% | -91.7% | +94.6% | +3.2% |
| 6M | +29.8% | -79.4% | +109.3% | +29.9% |
| YTD | +21.4% | -86.1% | +107.5% | +19.5% |
| 1Y | +32.0% | -91.6% | +123.6% | +28.3% |
| All | +32.0% | -92.3% | +124.4% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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