-6.6%
RKT vs AMC
-99.2%
+92.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.3% | -2.7% | -4.7% |
| 7D | -7.5% | +8.4% | -15.9% | -8.6% |
| 30D | +26.6% | +9.2% | +17.4% | +25.0% |
| 3M | -2.4% | +32.0% | -34.4% | -6.6% |
| 6M | -7.4% | +149.3% | -156.6% | -21.1% |
| YTD | -29.2% | +114.1% | -143.3% | -38.9% |
| 1Y | -23.5% | +35.8% | -59.3% | -29.8% |
| 3Y | +73.9% | -58.3% | +132.2% | +73.8% |
| 5Y | -6.6% | -99.2% | +92.6% | +36.2% |
| All | -6.6% | -99.2% | +92.5% | +36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling