+213.4%
RSP vs AMC
-98.7%
+312.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -0.4% |
| 7D | -1.0% | +2.6% | -3.6% | -1.1% |
| 30D | +2.6% | +9.0% | -6.4% | +2.4% |
| 3M | -0.8% | +22.2% | -23.0% | -1.3% |
| 6M | +6.3% | +91.5% | -85.2% | +4.1% |
| YTD | +14.1% | +101.3% | -87.1% | +11.5% |
| 1Y | +18.0% | +20.8% | -2.8% | +16.6% |
| 3Y | +61.0% | -71.3% | +132.3% | +61.8% |
| 5Y | +45.6% | -99.2% | +144.8% | +52.9% |
| All | +213.4% | -98.7% | +312.1% | +196.8% |
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