+287.7%
RSP vs AMC
-98.1%
+385.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.3% | -4.8% | -0.6% |
| 7D | -0.8% | +2.3% | -3.1% | -0.8% |
| 30D | -0.3% | -0.7% | +0.4% | -0.3% |
| 3M | +4.3% | +35.2% | -30.9% | +3.1% |
| 6M | +8.8% | +124.6% | -115.8% | +5.9% |
| YTD | +15.3% | +69.9% | -54.6% | +12.9% |
| 1Y | +18.3% | -2.6% | +20.9% | +17.4% |
| 3Y | +52.8% | -79.8% | +132.6% | +54.6% |
| 5Y | +51.7% | -99.4% | +151.1% | +61.5% |
| 10Y | +208.5% | -98.9% | +307.3% | +210.7% |
| All | +287.7% | -98.1% | +385.8% | +248.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling