-22.2%
RKT vs AMC
-93.6%
+71.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.3% | -5.5% | -1.4% |
| 7D | +2.1% | +2.3% | -0.2% | +1.9% |
| 30D | +1.4% | -0.7% | +2.2% | +1.5% |
| 3M | +6.3% | +35.2% | -28.9% | +3.5% |
| 6M | -15.5% | +124.6% | -140.0% | -20.4% |
| YTD | -27.4% | +69.9% | -97.2% | -30.6% |
| 1Y | -26.6% | -2.6% | -24.0% | -27.7% |
| 3Y | +41.2% | -79.8% | +121.0% | +45.5% |
| 5Y | -6.4% | -99.4% | +93.0% | +7.2% |
| All | -22.2% | -93.6% | +71.3% | -17.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling