-16.7%
RKT vs AMC
-92.4%
+75.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.5% |
| 7D | +17.7% | +2.6% | +15.0% | +17.5% |
| 30D | +31.6% | +9.0% | +22.6% | +30.9% |
| 3M | +13.9% | +22.2% | -8.3% | +12.3% |
| 6M | +2.8% | +91.5% | -88.7% | -2.4% |
| YTD | -22.2% | +101.3% | -123.5% | -26.5% |
| 1Y | -3.5% | +20.8% | -24.3% | -6.3% |
| 3Y | +95.3% | -71.3% | +166.6% | +98.5% |
| 5Y | -0.4% | -99.2% | +98.8% | +12.6% |
| All | -16.7% | -92.4% | +75.7% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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