+158.3%
NOK vs RCL
+268.7%
-110.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.4% | +3.7% | +2.5% |
| 7D | +2.2% | +0.6% | +1.6% | +2.1% |
| 30D | -14.7% | +19.4% | -34.2% | -16.3% |
| 3M | -10.6% | +9.8% | -20.4% | -11.7% |
| 6M | -39.4% | +28.6% | -68.0% | -40.8% |
| YTD | +30.4% | +22.2% | +8.3% | +26.6% |
| 1Y | +22.3% | +29.7% | -7.4% | +17.9% |
| All | +158.3% | +268.7% | -110.3% | +112.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling