+220.7%
ROL vs AMC
-98.8%
+319.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.7% | +5.3% | +2.6% |
| 7D | +3.0% | +3.5% | -0.5% | +3.0% |
| 30D | +19.8% | +12.5% | +7.3% | +19.8% |
| 3M | +7.9% | +23.6% | -15.7% | +7.9% |
| 6M | -25.6% | +144.4% | -170.0% | -25.5% |
| YTD | -34.1% | +108.3% | -142.5% | -34.0% |
| 1Y | -31.4% | +38.9% | -70.3% | -31.3% |
| 3Y | +4.7% | -58.9% | +63.5% | +4.6% |
| 5Y | +15.6% | -99.2% | +114.8% | +14.0% |
| All | +220.7% | -98.8% | +319.5% | +239.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling