+241.9%
RCL vs AMT
+16.9%
+225.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.4% |
| 7D | -1.2% | +1.5% | -2.7% | -1.2% |
| 30D | +17.8% | +6.8% | +11.0% | +17.9% |
| 3M | +4.9% | +11.2% | -6.3% | +5.0% |
| 6M | +23.7% | +12.5% | +11.2% | +23.8% |
| YTD | +17.8% | +12.5% | +5.3% | +18.3% |
| 1Y | +28.9% | +10.1% | +18.8% | +29.4% |
| 3Y | +241.9% | +16.0% | +225.9% | +220.9% |
| All | +241.9% | +16.9% | +225.0% | +220.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling