+281.6%
RCL vs ACWI
+58.8%
+222.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | -1.6% |
| 7D | +5.0% | +0.3% | +4.6% | +4.3% |
| 30D | +19.4% | -2.8% | +22.2% | +25.5% |
| 3M | +5.9% | -3.2% | +9.1% | +11.9% |
| 6M | +23.8% | +1.3% | +22.5% | +20.8% |
| YTD | +22.8% | +11.2% | +11.6% | +2.1% |
| 1Y | +34.3% | +13.8% | +20.5% | +7.3% |
| 3Y | +276.4% | +76.2% | +200.2% | +36.8% |
| 5Y | +281.6% | +59.5% | +222.1% | +79.0% |
| All | +281.6% | +58.8% | +222.7% | +79.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling