+276.4%
RCL vs ACHR
-8.7%
+285.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.3% | -5.3% | +1.9% |
| 7D | +5.0% | +15.3% | -10.4% | +2.8% |
| 30D | +19.4% | -3.0% | +22.4% | +19.5% |
| 3M | +5.9% | -14.0% | +19.9% | +7.1% |
| 6M | +23.8% | -25.8% | +49.6% | +26.7% |
| YTD | +22.8% | -36.0% | +58.9% | +27.1% |
| 1Y | +34.3% | -41.2% | +75.5% | +40.0% |
| 3Y | +276.4% | -8.6% | +285.0% | +263.4% |
| All | +276.4% | -8.7% | +285.2% | +263.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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