+360.5%
RCL vs AMT
+134.0%
+226.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | +0.6% | -2.4% | +3.0% | +1.4% |
| 30D | +19.4% | +4.2% | +15.2% | +17.7% |
| 3M | +9.8% | +13.4% | -3.6% | +5.0% |
| 6M | +28.6% | +9.4% | +19.3% | +23.7% |
| YTD | +22.2% | +11.7% | +10.5% | +16.3% |
| 1Y | +29.7% | +7.1% | +22.6% | +25.1% |
| 3Y | +265.3% | +15.1% | +250.2% | +226.0% |
| 5Y | +301.8% | -17.9% | +319.6% | +309.3% |
| 10Y | +360.5% | +133.5% | +227.0% | +282.2% |
| All | +360.5% | +134.0% | +226.5% | +282.2% |
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