+380.4%
RCL vs AMBA
-0.9%
+381.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.1% | -4.8% | -0.5% |
| 7D | +6.5% | -7.2% | +13.7% | +8.7% |
| 30D | +15.9% | -10.4% | +26.3% | +19.1% |
| 3M | +2.7% | -30.1% | +32.8% | +13.1% |
| 6M | +15.2% | -22.4% | +37.7% | +16.2% |
| YTD | +19.2% | -17.3% | +36.6% | +16.1% |
| 1Y | +31.6% | -35.4% | +67.0% | +37.3% |
| 3Y | +274.2% | +18.6% | +255.6% | +190.1% |
| 5Y | +250.1% | -69.8% | +319.9% | +282.2% |
| All | +380.4% | -0.9% | +381.3% | +199.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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