+330.2%
RCL vs AR
+57.2%
+273.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.3% | -5.2% | -4.2% |
| 7D | -0.2% | +6.4% | -6.6% | -1.7% |
| 30D | +14.4% | +3.1% | +11.3% | +13.1% |
| 3M | +5.2% | +3.3% | +1.9% | +3.6% |
| 6M | +26.1% | +6.6% | +19.6% | +22.3% |
| YTD | +17.4% | +12.3% | +5.0% | +10.7% |
| 1Y | +24.7% | +12.3% | +12.3% | +17.1% |
| 3Y | +250.9% | +50.4% | +200.5% | +196.1% |
| 5Y | +293.8% | +101.0% | +192.9% | +191.1% |
| All | +330.2% | +57.2% | +273.0% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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