+22.3%
RCL vs AMRZ
-17.5%
+39.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.8% | +3.2% | +2.2% |
| 7D | +6.5% | +1.2% | +5.3% | +6.1% |
| 30D | +15.9% | +15.1% | +0.8% | +9.4% |
| 3M | +2.7% | -18.1% | +20.7% | +11.3% |
| 6M | +15.2% | -23.5% | +38.7% | +28.0% |
| YTD | +19.2% | -21.6% | +40.9% | +31.7% |
| 1Y | +31.6% | -14.7% | +46.4% | +44.4% |
| All | +22.3% | -17.5% | +39.8% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 3y: compounded portfolio wealth divided by compounded AMRZ 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…
3y analysis · Full analysis span regression · 6 months rolling