+238.8%
RCL vs AEIS
+228.8%
+9.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.0% | -1.4% |
| 7D | -0.5% | +8.1% | -8.6% | -3.8% |
| 30D | -17.3% | -11.1% | -6.2% | -13.8% |
| 3M | -2.8% | -5.6% | +2.9% | -4.7% |
| 6M | -4.4% | -0.6% | -3.7% | -10.9% |
| YTD | -4.2% | +38.0% | -42.2% | -26.3% |
| 1Y | -23.4% | +87.2% | -110.6% | -51.7% |
| 3Y | +179.4% | +179.7% | -0.3% | +28.8% |
| 5Y | +238.8% | +241.7% | -3.0% | +29.8% |
| All | +238.8% | +228.8% | +9.9% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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