+1,753.3%
RCL vs AGI
+5,459.2%
-3,705.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | 0.0% |
| 7D | -5.1% | +0.6% | -5.7% | -5.1% |
| 30D | -19.0% | +18.2% | -37.2% | -19.8% |
| 3M | -9.6% | -4.1% | -5.4% | -9.5% |
| 6M | -6.7% | -28.7% | +22.0% | -5.3% |
| YTD | -3.9% | -4.0% | +0.1% | -4.1% |
| 1Y | -25.1% | +17.4% | -42.5% | -26.2% |
| 3Y | +179.1% | +203.0% | -23.9% | +160.5% |
| 5Y | +243.3% | +376.7% | -133.3% | +211.6% |
| 10Y | +325.8% | +407.5% | -81.7% | +274.3% |
| All | +1,753.3% | +5,459.2% | -3,705.9% | +1,272.2% |
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