+59.3%
AMAT vs RCL
+33.5%
+25.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.3% | +0.3% |
| 7D | -2.5% | +8.5% | -11.0% | -4.7% |
| 30D | -26.5% | +20.4% | -46.9% | -30.6% |
| 3M | -28.6% | +11.0% | -39.6% | -31.0% |
| 6M | -14.2% | +24.9% | -39.1% | -20.4% |
| YTD | +45.5% | +23.9% | +21.6% | +33.9% |
| 1Y | +59.3% | +30.8% | +28.5% | +45.3% |
| All | +59.3% | +33.5% | +25.8% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 1y: compounded portfolio wealth divided by compounded RCL 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…
1y analysis · Full analysis span regression · 6 months rolling