+519.9%
RVMD vs AMCR
+6.5%
+513.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.7% |
| 7D | -3.0% | -6.3% | +3.3% | -1.2% |
| 30D | -0.7% | -7.8% | +7.1% | +1.5% |
| 3M | +36.5% | +7.5% | +29.0% | +32.6% |
| 6M | +104.6% | +2.7% | +101.9% | +101.1% |
| YTD | +155.8% | +6.0% | +149.8% | +145.6% |
| 1Y | +340.7% | +7.8% | +332.9% | +318.7% |
| 3Y | +519.9% | +5.8% | +514.1% | +372.3% |
| All | +519.9% | +6.5% | +513.5% | +372.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 3y: compounded portfolio wealth divided by compounded AMCR 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…
3y analysis · Full analysis span regression · 6 months rolling