+114.1%
RCL vs AMIX
-99.9%
+213.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | -0.1% |
| 7D | -5.1% | -13.7% | +8.6% | -5.0% |
| 30D | -19.0% | -62.1% | +43.1% | -18.7% |
| 3M | -9.6% | -46.2% | +36.6% | -9.8% |
| 6M | -6.7% | -46.4% | +39.7% | -7.1% |
| YTD | -3.9% | -60.3% | +56.3% | -4.1% |
| 1Y | -25.1% | -79.7% | +54.6% | -24.8% |
| All | +114.1% | -99.9% | +213.9% | +111.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling