+212.7%
ROL vs AMC
-98.8%
+311.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.9% | -1.5% |
| 7D | -1.7% | +8.4% | -10.1% | -1.7% |
| 30D | +18.5% | +9.2% | +9.4% | +18.5% |
| 3M | +4.3% | +32.0% | -27.7% | +4.4% |
| 6M | -27.7% | +149.3% | -177.0% | -27.6% |
| YTD | -35.8% | +114.1% | -149.9% | -35.7% |
| 1Y | -34.1% | +35.8% | -69.9% | -34.0% |
| 3Y | +2.9% | -58.3% | +61.2% | +2.9% |
| 5Y | +12.7% | -99.2% | +111.9% | +11.2% |
| All | +212.7% | -98.8% | +311.5% | +230.6% |
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