+175.6%
RCL vs ACWI
+76.1%
+99.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.1% | +0.5% | -5.6% | -5.9% |
| 30D | -19.0% | +0.9% | -19.9% | -20.1% |
| 3M | -9.6% | +2.4% | -12.0% | -13.0% |
| 6M | -6.7% | +12.4% | -19.1% | -22.4% |
| YTD | -3.9% | +15.2% | -19.1% | -23.2% |
| 1Y | -25.1% | +22.7% | -47.8% | -46.2% |
| All | +175.6% | +76.1% | +99.5% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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