+171.6%
BKR vs RCL
+224.8%
-53.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | -7.0% | -1.9% | -5.1% | -6.7% |
| 30D | -8.1% | -15.5% | +7.4% | -5.3% |
| 3M | -6.6% | -9.7% | +3.0% | -5.2% |
| 6M | +0.9% | -8.7% | +9.6% | +1.5% |
| YTD | +31.1% | -5.8% | +36.8% | +30.0% |
| 1Y | +27.7% | -24.5% | +52.2% | +32.1% |
| 3Y | +71.2% | +173.9% | -102.7% | +34.9% |
| All | +171.6% | +224.8% | -53.2% | +93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling