+261.1%
RCL vs ALK
-34.8%
+295.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.0% |
| 7D | +6.5% | +9.0% | -2.5% | +0.7% |
| 30D | +15.9% | -1.6% | +17.5% | +16.6% |
| 3M | +2.7% | -23.2% | +25.8% | +20.3% |
| 6M | +15.2% | -3.9% | +19.1% | +14.7% |
| YTD | +19.2% | -22.6% | +41.8% | +34.4% |
| 1Y | +31.6% | -5.3% | +36.9% | +28.2% |
| 3Y | +274.2% | +18.6% | +255.6% | +147.4% |
| All | +261.1% | -34.8% | +295.9% | +348.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling