+1.7%
RKT vs AMC
-99.3%
+100.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.4% |
| 7D | +17.7% | +2.6% | +15.0% | +17.2% |
| 30D | +31.6% | +9.0% | +22.6% | +30.0% |
| 3M | +13.9% | +22.2% | -8.3% | +10.2% |
| 6M | +2.8% | +91.5% | -88.7% | -9.1% |
| YTD | -22.2% | +101.3% | -123.5% | -32.2% |
| 1Y | -3.5% | +20.8% | -24.3% | -10.1% |
| 3Y | +95.3% | -71.3% | +166.6% | +105.9% |
| All | +1.7% | -99.3% | +100.9% | +50.2% |
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