+375.0%
RCL vs ALK
-39.7%
+414.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.1% |
| 7D | +8.5% | +12.9% | -4.4% | -1.3% |
| 30D | +20.4% | +5.5% | +14.9% | +14.6% |
| 3M | +11.0% | -12.1% | +23.1% | +20.5% |
| 6M | +24.9% | +1.7% | +23.1% | +18.2% |
| YTD | +23.9% | -17.4% | +41.3% | +34.2% |
| 1Y | +30.8% | -1.9% | +32.8% | +22.3% |
| 3Y | +270.4% | +21.2% | +249.1% | +142.6% |
| 5Y | +296.1% | -27.8% | +323.9% | +319.3% |
| 10Y | +375.0% | -41.0% | +416.1% | +354.1% |
| All | +375.0% | -39.7% | +414.7% | +354.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling