+31.6%
RCL vs AMIX
-91.4%
+123.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +6.5% | -16.0% | +22.5% | +6.5% |
| 30D | +15.9% | -55.4% | +71.3% | +16.0% |
| 3M | +2.7% | -87.5% | +90.2% | +3.0% |
| 6M | +15.2% | -81.2% | +96.4% | +15.2% |
| YTD | +19.2% | -86.8% | +106.1% | +17.4% |
| 1Y | +31.6% | -91.6% | +123.2% | +28.1% |
| All | +31.6% | -91.4% | +123.0% | +28.1% |
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