+81.3%
RKT vs AMP
+61.6%
+19.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.5% |
| 7D | -9.0% | +3.9% | -12.9% | -10.4% |
| 30D | +30.2% | +5.1% | +25.1% | +27.8% |
| 3M | -8.8% | -8.7% | -0.2% | -5.9% |
| 6M | -0.9% | +11.4% | -12.4% | -4.8% |
| YTD | -29.2% | +7.3% | -36.5% | -31.4% |
| 1Y | -20.1% | +14.6% | -34.6% | -24.3% |
| 3Y | +81.3% | +61.2% | +20.1% | +6.7% |
| All | +81.3% | +61.6% | +19.8% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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