+2,172.6%
RCL vs AGI
+4,206.7%
-2,034.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.4% |
| 7D | -1.2% | -10.1% | +8.9% | -0.6% |
| 30D | +17.8% | -6.5% | +24.4% | +18.2% |
| 3M | +4.9% | -12.8% | +17.8% | +5.6% |
| 6M | +23.7% | -34.3% | +58.0% | +26.2% |
| YTD | +17.8% | -25.6% | +43.4% | +19.1% |
| 1Y | +28.9% | -14.2% | +43.2% | +29.3% |
| 3Y | +241.9% | +127.3% | +114.6% | +223.9% |
| 5Y | +295.4% | +241.8% | +53.6% | +264.9% |
| 10Y | +344.1% | +381.8% | -37.7% | +292.6% |
| All | +2,172.6% | +4,206.7% | -2,034.1% | +1,604.3% |
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