+360.5%
RCL vs APTV
-26.5%
+387.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | +0.6% | -8.9% | +9.5% | +6.5% |
| 30D | +19.4% | -9.5% | +28.9% | +26.9% |
| 3M | +9.8% | -20.6% | +30.4% | +25.6% |
| 6M | +28.6% | -28.9% | +57.5% | +52.4% |
| YTD | +22.2% | -48.2% | +70.4% | +75.3% |
| 1Y | +29.7% | -51.7% | +81.4% | +94.4% |
| 3Y | +265.3% | -48.1% | +313.4% | +375.7% |
| 5Y | +301.8% | -76.7% | +378.4% | +797.6% |
| 10Y | +360.5% | -25.6% | +386.1% | +441.6% |
| All | +360.5% | -26.5% | +387.0% | +441.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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