+241.9%
RCL vs ADM
+11.2%
+230.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.7% | -2.3% | +0.3% |
| 7D | -1.2% | +4.2% | -5.4% | -1.3% |
| 30D | +17.8% | -12.8% | +30.7% | +18.3% |
| 3M | +4.9% | -8.5% | +13.4% | +5.1% |
| 6M | +23.7% | -10.9% | +34.6% | +24.1% |
| YTD | +17.8% | +29.4% | -11.6% | +13.0% |
| 1Y | +28.9% | +27.5% | +1.4% | +23.9% |
| 3Y | +241.9% | +10.3% | +231.5% | +229.2% |
| All | +241.9% | +11.2% | +230.7% | +229.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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