+214.9%
ROL vs AMC
-98.6%
+313.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +8.3% | -6.2% | +2.1% |
| 7D | +7.5% | +6.6% | +0.9% | +7.5% |
| 30D | +21.1% | +14.1% | +7.0% | +21.2% |
| 3M | +3.1% | +31.3% | -28.1% | +3.2% |
| 6M | -27.4% | +126.7% | -154.1% | -27.3% |
| YTD | -34.7% | +117.9% | -152.7% | -34.6% |
| 1Y | -32.9% | +41.1% | -74.0% | -32.9% |
| 3Y | +6.1% | -61.0% | +67.1% | +6.0% |
| 5Y | +16.3% | -99.1% | +115.5% | +14.7% |
| 10Y | +214.9% | -98.7% | +313.5% | +231.4% |
| All | +214.9% | -98.6% | +313.5% | +231.4% |
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