-6.7%
RKT vs AMRZ
-19.3%
+12.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.9% | -3.1% | -3.6% |
| 7D | -7.5% | -4.0% | -3.5% | -4.5% |
| 30D | +26.6% | +12.4% | +14.2% | +16.4% |
| 3M | -2.4% | -11.5% | +9.1% | +6.8% |
| 6M | -7.4% | -21.6% | +14.2% | +10.4% |
| YTD | -29.2% | -23.4% | -5.8% | -13.6% |
| 1Y | -23.5% | -17.2% | -6.4% | -11.2% |
| All | -6.7% | -19.3% | +12.6% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 10y: compounded portfolio wealth divided by compounded AMRZ 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…
10y analysis · Full analysis span regression · 6 months rolling