+48.4%
RSP vs AMC
-99.2%
+147.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.3% |
| 7D | +2.4% | +3.5% | -1.1% | +2.2% |
| 30D | +4.3% | +12.5% | -8.2% | +3.7% |
| 3M | -0.3% | +23.6% | -23.9% | -1.5% |
| 6M | +9.8% | +144.4% | -134.5% | +4.2% |
| YTD | +16.8% | +108.3% | -91.5% | +11.2% |
| 1Y | +19.5% | +38.9% | -19.4% | +15.9% |
| 3Y | +65.1% | -58.9% | +124.0% | +65.4% |
| All | +48.4% | -99.2% | +147.6% | +75.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling