+285.4%
RSP vs AMC
-97.8%
+383.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -12.5% | +9.6% | -2.6% |
| 7D | -1.4% | 0.0% | -1.4% | -1.5% |
| 30D | +2.1% | +4.4% | -2.3% | +2.0% |
| 3M | -0.9% | +15.4% | -16.3% | -1.4% |
| 6M | +7.5% | +93.7% | -86.2% | +5.1% |
| YTD | +14.6% | +97.4% | -82.9% | +11.7% |
| 1Y | +17.6% | +23.2% | -5.6% | +16.0% |
| 3Y | +60.8% | -71.3% | +132.1% | +61.7% |
| 5Y | +46.1% | -99.3% | +145.4% | +54.7% |
| 10Y | +221.4% | -98.7% | +320.1% | +224.1% |
| All | +285.4% | -97.8% | +383.2% | +244.8% |
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 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