+245.3%
RCL vs AMBA
-72.1%
+317.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -9.4% | +6.3% | -0.4% |
| 7D | +3.9% | -14.6% | +18.5% | +8.6% |
| 30D | +11.8% | -18.8% | +30.6% | +18.1% |
| 3M | -0.8% | -32.6% | +31.7% | +10.0% |
| 6M | +23.6% | -25.8% | +49.4% | +26.1% |
| YTD | +17.6% | -22.1% | +39.7% | +16.3% |
| 1Y | +28.3% | -36.2% | +64.5% | +33.7% |
| 3Y | +261.4% | +10.0% | +251.5% | +180.1% |
| 5Y | +245.3% | -71.6% | +316.9% | +239.5% |
| All | +245.3% | -72.1% | +317.4% | +239.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling