+176.0%
RCL vs AMIX
-99.9%
+275.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.8% | -8.0% | +0.8% |
| 7D | +8.5% | +11.4% | -2.9% | +8.5% |
| 30D | +20.4% | -40.5% | +60.9% | +20.7% |
| 3M | +11.0% | -80.1% | +91.1% | +11.7% |
| 6M | +24.9% | -74.8% | +99.7% | +24.7% |
| YTD | +23.9% | -84.0% | +107.8% | +24.1% |
| 1Y | +30.8% | -89.7% | +120.5% | +31.3% |
| All | +176.0% | -99.9% | +275.9% | +173.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling