+1,669.8%
RCL vs AMT
+1,431.6%
+238.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.1% | +2.1% |
| 7D | +6.5% | +0.5% | +6.0% | +6.4% |
| 30D | +15.9% | +13.6% | +2.3% | +11.9% |
| 3M | +2.7% | +11.5% | -8.8% | -0.5% |
| 6M | +15.2% | +6.9% | +8.3% | +12.4% |
| YTD | +19.2% | +10.8% | +8.4% | +15.0% |
| 1Y | +31.6% | +10.3% | +21.3% | +26.9% |
| 3Y | +274.2% | +12.4% | +261.8% | +251.0% |
| 5Y | +250.1% | -20.1% | +270.1% | +256.9% |
| 10Y | +388.4% | +116.8% | +271.6% | +283.8% |
| All | +1,669.8% | +1,431.6% | +238.2% | +660.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling