+4,157.0%
RCL vs AEIS
+1,982.0%
+2,175.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +11.3% | -8.3% | +0.2% |
| 7D | +5.0% | +1.0% | +4.0% | +3.8% |
| 30D | +19.4% | -24.0% | +43.4% | +26.2% |
| 3M | +5.9% | -32.5% | +38.4% | +14.5% |
| 6M | +23.8% | -38.6% | +62.4% | +34.4% |
| YTD | +22.8% | +4.8% | +18.0% | +15.0% |
| 1Y | +34.3% | +1.3% | +32.9% | +26.6% |
| 3Y | +276.4% | +159.2% | +117.2% | +174.4% |
| 5Y | +281.6% | +140.8% | +140.8% | +184.6% |
| 10Y | +379.0% | +349.8% | +29.2% | +205.8% |
| All | +4,157.0% | +1,982.0% | +2,175.1% | +1,540.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling