+317.8%
ROST vs AMC
-98.7%
+416.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.1% | +1.0% |
| 7D | -1.8% | -2.8% | +1.0% | -1.7% |
| 30D | +6.8% | +14.0% | -7.2% | +6.3% |
| 3M | -4.0% | +42.5% | -46.5% | -5.2% |
| 6M | +12.9% | +142.6% | -129.7% | +9.0% |
| YTD | +34.7% | +119.2% | -84.5% | +30.2% |
| 1Y | +49.5% | +40.7% | +8.8% | +46.4% |
| 3Y | +101.5% | -57.3% | +158.8% | +100.7% |
| 5Y | +120.7% | -99.1% | +219.8% | +136.1% |
| 10Y | +317.8% | -98.7% | +416.6% | +269.2% |
| All | +317.8% | -98.7% | +416.5% | +269.2% |
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