+1,156.4%
RCL vs ACWI
+330.0%
+826.5%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +6.5% | -2.4% | +8.9% | +10.7% |
| 30D | +15.9% | -5.2% | +21.1% | +26.5% |
| 3M | +2.7% | -4.8% | +7.5% | +11.3% |
| 6M | +15.2% | -1.3% | +16.5% | +17.7% |
| YTD | +19.2% | +8.4% | +10.8% | +5.1% |
| 1Y | +31.6% | +11.0% | +20.6% | +11.5% |
| 3Y | +274.2% | +70.6% | +203.6% | +59.3% |
| 5Y | +250.1% | +55.3% | +194.8% | +84.7% |
| 10Y | +388.4% | +223.2% | +165.2% | -7.7% |
| All | +1,156.4% | +330.0% | +826.5% | +57.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling