+91.0%
RKT vs AMC
-57.0%
+148.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.1% |
| 7D | -3.8% | -2.8% | -1.0% | -3.6% |
| 30D | +32.8% | +14.0% | +18.8% | +30.6% |
| 3M | +0.8% | +42.5% | -41.7% | -3.9% |
| 6M | -2.6% | +142.6% | -145.2% | -15.5% |
| YTD | -25.4% | +119.2% | -144.6% | -35.0% |
| 1Y | -19.1% | +40.7% | -59.8% | -25.9% |
| All | +91.0% | -57.0% | +148.0% | +116.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling