+102.7%
NOK vs RCL
+233.3%
-130.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.3% |
| 7D | +9.3% | -2.2% | +11.5% | +9.8% |
| 30D | +17.9% | -15.7% | +33.5% | +21.2% |
| 3M | -22.3% | -8.0% | -14.3% | -21.4% |
| 6M | +36.4% | -10.1% | +46.5% | +38.1% |
| YTD | +66.3% | -5.9% | +72.2% | +65.2% |
| 1Y | +134.4% | -23.5% | +157.9% | +140.9% |
| 3Y | +186.6% | +174.4% | +12.2% | +114.2% |
| 5Y | +102.7% | +227.1% | -124.5% | +42.9% |
| All | +102.7% | +233.3% | -130.6% | +42.9% |
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