+292.2%
RCL vs AG
0.0%
+292.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +0.8% |
| 7D | -1.2% | -10.0% | +8.8% | +0.4% |
| 30D | +17.8% | -10.5% | +28.3% | +19.8% |
| 3M | +4.9% | -27.3% | +32.2% | +9.5% |
| 6M | +23.7% | -43.0% | +66.7% | +33.2% |
| YTD | +17.8% | -17.9% | +35.7% | +17.2% |
| 1Y | +28.9% | +11.9% | +17.0% | +21.6% |
| 3Y | +241.9% | +201.8% | +40.1% | +147.8% |
| All | +292.2% | 0.0% | +292.2% | +322.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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