+2,289.2%
RCL vs AGI
+4,543.9%
-2,254.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.3% | +6.2% | +1.1% |
| 7D | +8.5% | +13.9% | -5.4% | +7.7% |
| 30D | +20.4% | -6.2% | +26.6% | +20.7% |
| 3M | +11.0% | -6.9% | +17.9% | +11.3% |
| 6M | +24.9% | -28.7% | +53.6% | +26.7% |
| YTD | +23.9% | -19.8% | +43.6% | +24.6% |
| 1Y | +30.8% | -4.8% | +35.6% | +30.5% |
| 3Y | +270.4% | +144.3% | +126.1% | +249.5% |
| 5Y | +296.1% | +277.2% | +18.9% | +263.6% |
| 10Y | +375.0% | +365.9% | +9.2% | +320.2% |
| All | +2,289.2% | +4,543.9% | -2,254.8% | +1,684.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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