+330.2%
RCL vs AA
+44.7%
+285.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.4% | -2.5% | -3.3% |
| 7D | -0.2% | +5.3% | -5.5% | -2.4% |
| 30D | +14.4% | -2.3% | +16.6% | +15.3% |
| 3M | +5.2% | -20.8% | +26.0% | +14.9% |
| 6M | +26.1% | -39.8% | +65.9% | +50.9% |
| YTD | +17.4% | -23.3% | +40.6% | +22.6% |
| 1Y | +24.7% | +1.8% | +22.8% | +14.5% |
| 3Y | +250.9% | +69.5% | +181.4% | +127.3% |
| 5Y | +293.8% | -18.0% | +311.8% | +221.8% |
| All | +330.2% | +44.7% | +285.5% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling