+331.5%
RCL vs AMT
+96.2%
+235.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +0.9% | +0.2% |
| 7D | -5.1% | -0.2% | -4.9% | -5.0% |
| 30D | -19.0% | +4.6% | -23.6% | -20.2% |
| 3M | -9.6% | -8.4% | -1.1% | -7.3% |
| 6M | -6.7% | -6.0% | -0.7% | -5.4% |
| YTD | -3.9% | +2.1% | -6.0% | -5.5% |
| 1Y | -25.1% | -6.4% | -18.7% | -24.3% |
| 3Y | +179.1% | +8.1% | +171.1% | +154.0% |
| 5Y | +243.3% | -31.9% | +275.2% | +274.6% |
| All | +331.5% | +96.2% | +235.3% | +276.0% |
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