+215.7%
RSP vs AMC
-98.7%
+314.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +0.8% |
| 7D | -0.3% | -2.8% | +2.5% | -0.3% |
| 30D | +4.4% | +14.0% | -9.6% | +4.1% |
| 3M | +1.3% | +42.5% | -41.2% | +0.3% |
| 6M | +10.0% | +142.6% | -132.6% | +7.2% |
| YTD | +17.6% | +119.2% | -101.6% | +14.6% |
| 1Y | +19.2% | +40.7% | -21.5% | +17.3% |
| 3Y | +66.0% | -57.3% | +123.4% | +65.5% |
| 5Y | +50.4% | -99.1% | +149.6% | +57.6% |
| 10Y | +215.7% | -98.7% | +314.4% | +199.6% |
| All | +215.7% | -98.7% | +314.4% | +199.6% |
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