+296.1%
RCL vs AR
+87.1%
+209.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.3% | -0.4% | +3.1% |
| 7D | +8.5% | -5.8% | +14.3% | +9.6% |
| 30D | +20.4% | +4.8% | +15.6% | +19.0% |
| 3M | +11.0% | +1.5% | +9.5% | +10.0% |
| 6M | +24.9% | +4.7% | +20.1% | +22.3% |
| YTD | +23.9% | +9.2% | +14.7% | +18.4% |
| 1Y | +30.8% | +11.2% | +19.7% | +24.0% |
| 3Y | +270.4% | +46.2% | +224.1% | +220.1% |
| 5Y | +296.1% | +98.1% | +198.1% | +240.7% |
| All | +296.1% | +87.1% | +209.0% | +240.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling