+331.9%
RCL vs AMCR
+18.6%
+313.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.2% | -2.4% | +1.2% | +0.4% |
| 30D | +17.8% | +3.6% | +14.3% | +15.1% |
| 3M | +4.9% | -4.2% | +9.1% | +7.5% |
| 6M | +23.7% | +15.5% | +8.2% | +11.4% |
| YTD | +17.8% | +9.7% | +8.1% | +8.4% |
| 1Y | +28.9% | +8.3% | +20.6% | +19.8% |
| 3Y | +241.9% | +15.4% | +226.5% | +188.3% |
| 5Y | +295.4% | -9.1% | +304.5% | +298.3% |
| All | +331.9% | +18.6% | +313.3% | +248.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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