+179.4%
RCL vs AON
-3.6%
+183.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.3% |
| 7D | -0.5% | -3.2% | +2.8% | +0.4% |
| 30D | -17.3% | -11.9% | -5.5% | -14.7% |
| 3M | -2.8% | -2.9% | +0.1% | -2.2% |
| 6M | -4.4% | -6.8% | +2.4% | -2.8% |
| YTD | -4.2% | -10.1% | +5.9% | -1.7% |
| 1Y | -23.4% | -14.2% | -9.1% | -20.1% |
| 3Y | +179.4% | -3.3% | +182.6% | +199.8% |
| All | +179.4% | -3.6% | +183.0% | +199.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 3y: compounded portfolio wealth divided by compounded AON 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…
3y analysis · Full analysis span regression · 6 months rolling