+5,811.4%
RCL vs AON
+3,768.5%
+2,042.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.4% | -1.4% |
| 7D | +0.6% | -2.4% | +3.0% | +1.7% |
| 30D | +19.4% | +22.8% | -3.4% | +8.6% |
| 3M | +9.8% | -5.3% | +15.1% | +12.0% |
| 6M | +28.6% | +8.4% | +20.3% | +22.4% |
| YTD | +22.2% | -3.9% | +26.1% | +21.7% |
| 1Y | +29.7% | -3.1% | +32.8% | +28.7% |
| 3Y | +265.3% | +3.0% | +262.3% | +246.7% |
| 5Y | +301.8% | +16.7% | +285.1% | +260.4% |
| 10Y | +360.5% | +232.6% | +127.8% | +170.7% |
| All | +5,811.4% | +3,768.5% | +2,042.9% | +1,734.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling