+234.8%
RCL vs AMBA
-54.5%
+289.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.6% | +0.1% |
| 7D | -5.1% | -11.0% | +5.9% | -1.9% |
| 30D | -19.0% | -23.2% | +4.2% | -12.8% |
| 3M | -9.6% | -12.7% | +3.1% | -9.6% |
| 6M | -6.7% | +11.2% | -17.9% | -15.7% |
| YTD | -3.9% | -11.2% | +7.3% | -7.6% |
| 1Y | -25.1% | -22.5% | -2.5% | -26.6% |
| 3Y | +179.1% | -1.3% | +180.4% | +131.3% |
| All | +234.8% | -54.5% | +289.3% | +209.9% |
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