-6.7%
RKT vs AMRZ
-19.2%
+12.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | -9.0% | -2.1% | -6.9% | -7.4% |
| 30D | +30.2% | +13.0% | +17.2% | +19.3% |
| 3M | -8.8% | -12.1% | +3.3% | +0.2% |
| 6M | -0.9% | -19.1% | +18.2% | +15.5% |
| YTD | -29.2% | -23.3% | -5.9% | -13.7% |
| 1Y | -20.1% | -16.6% | -3.5% | -7.5% |
| All | -6.7% | -19.2% | +12.5% | +8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling