-23.5%
RKT vs AMRZ
-16.9%
-6.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.9% | -3.1% | -3.4% |
| 7D | -7.5% | -4.0% | -3.5% | -4.2% |
| 30D | +26.6% | +12.4% | +14.2% | +15.4% |
| 3M | -2.4% | -11.5% | +9.1% | +7.7% |
| 6M | -7.4% | -21.6% | +14.2% | +12.1% |
| YTD | -29.2% | -23.4% | -5.8% | -12.8% |
| 1Y | -23.5% | -17.2% | -6.4% | -12.8% |
| All | -23.5% | -16.9% | -6.7% | -12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling