+375.0%
RCL vs APTV
-25.9%
+401.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.4% |
| 7D | +8.5% | -4.3% | +12.8% | +11.4% |
| 30D | +20.4% | -9.7% | +30.1% | +28.0% |
| 3M | +11.0% | -20.6% | +31.6% | +27.0% |
| 6M | +24.9% | -31.7% | +56.6% | +51.9% |
| YTD | +23.9% | -48.0% | +71.9% | +77.2% |
| 1Y | +30.8% | -52.1% | +82.9% | +97.0% |
| 3Y | +270.4% | -47.9% | +318.3% | +381.1% |
| 5Y | +296.1% | -76.9% | +373.0% | +791.4% |
| 10Y | +375.0% | -26.7% | +401.8% | +463.1% |
| All | +375.0% | -25.9% | +401.0% | +463.1% |
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