+375.0%
RCL vs AMT
+125.6%
+249.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | +0.6% |
| 7D | +8.5% | +1.6% | +6.9% | +8.0% |
| 30D | +20.4% | +4.5% | +15.9% | +18.6% |
| 3M | +11.0% | +13.8% | -2.8% | +6.0% |
| 6M | +24.9% | +10.0% | +14.8% | +19.8% |
| YTD | +23.9% | +11.8% | +12.1% | +17.9% |
| 1Y | +30.8% | +10.2% | +20.6% | +24.9% |
| 3Y | +270.4% | +15.1% | +255.2% | +230.5% |
| 5Y | +296.1% | -18.8% | +314.9% | +305.5% |
| 10Y | +375.0% | +133.7% | +241.3% | +294.9% |
| All | +375.0% | +125.6% | +249.5% | +294.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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