+899.3%
RTX vs AMP
+1,943.9%
-1,044.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.0% |
| 7D | +3.4% | +1.2% | +2.2% | +2.9% |
| 30D | +8.4% | +4.4% | +3.9% | +6.5% |
| 3M | -10.7% | -8.8% | -1.8% | -7.7% |
| 6M | +11.7% | +9.9% | +1.8% | +7.4% |
| YTD | +9.3% | +6.1% | +3.2% | +5.6% |
| 1Y | +13.3% | +10.6% | +2.7% | +7.6% |
| 3Y | +156.1% | +58.8% | +97.3% | +107.8% |
| 5Y | +148.5% | +79.0% | +69.6% | +88.0% |
| 10Y | +263.6% | +461.5% | -197.9% | +73.9% |
| All | +899.3% | +1,943.9% | -1,044.6% | +173.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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