+342.5%
RCL vs APTV
-21.3%
+363.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.7% | +0.9% | -0.1% |
| 7D | -2.2% | -1.2% | -1.0% | -1.7% |
| 30D | -15.7% | -10.6% | -5.0% | -9.8% |
| 3M | -8.0% | -35.0% | +27.0% | +17.7% |
| 6M | -10.1% | -38.9% | +28.8% | +17.3% |
| YTD | -5.9% | -41.5% | +35.6% | +25.6% |
| 1Y | -23.5% | -45.8% | +22.3% | +6.7% |
| 3Y | +174.4% | -55.7% | +230.1% | +302.2% |
| 5Y | +227.1% | -70.1% | +297.3% | +515.6% |
| 10Y | +342.5% | -19.1% | +361.6% | +403.1% |
| All | +342.5% | -21.3% | +363.8% | +403.1% |
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