+216.0%
ROL vs AMC
-98.7%
+314.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -2.1% |
| 7D | +9.5% | +2.6% | +6.9% | +9.5% |
| 30D | +22.9% | +9.0% | +13.9% | +23.0% |
| 3M | +3.5% | +22.2% | -18.6% | +3.6% |
| 6M | -29.4% | +91.5% | -120.9% | -29.3% |
| YTD | -36.1% | +101.3% | -137.3% | -35.9% |
| 1Y | -34.4% | +20.8% | -55.1% | -34.3% |
| 3Y | +4.0% | -71.3% | +75.3% | +3.8% |
| 5Y | +13.2% | -99.2% | +112.5% | +11.6% |
| All | +216.0% | -98.7% | +314.7% | +234.7% |
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