+1,645.8%
RCL vs AMT
+1,473.8%
+172.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.0% |
| 7D | +3.9% | +4.4% | -0.4% | +2.8% |
| 30D | +11.8% | +17.7% | -6.0% | +7.0% |
| 3M | -0.8% | +16.7% | -17.5% | -5.0% |
| 6M | +23.6% | +11.1% | +12.5% | +19.4% |
| YTD | +17.6% | +13.9% | +3.7% | +12.7% |
| 1Y | +28.3% | +12.5% | +15.8% | +23.1% |
| 3Y | +261.4% | +13.2% | +248.3% | +238.6% |
| 5Y | +245.3% | -17.9% | +263.2% | +249.7% |
| 10Y | +381.8% | +122.8% | +259.0% | +276.1% |
| All | +1,645.8% | +1,473.8% | +172.0% | +645.2% |
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 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