+360.5%
RCL vs ARWR
+1,021.8%
-661.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.5% |
| 7D | +0.6% | -19.9% | +20.5% | +4.1% |
| 30D | +19.4% | -18.7% | +38.1% | +23.2% |
| 3M | +9.8% | -44.7% | +54.5% | +20.4% |
| 6M | +28.6% | -36.5% | +65.1% | +36.9% |
| YTD | +22.2% | -25.7% | +47.8% | +26.1% |
| 1Y | +29.7% | +18.9% | +10.8% | +22.6% |
| 3Y | +265.3% | +83.1% | +182.2% | +198.2% |
| 5Y | +301.8% | -34.9% | +336.6% | +270.1% |
| 10Y | +360.5% | +1,080.9% | -720.4% | +225.4% |
| All | +360.5% | +1,021.8% | -661.3% | +225.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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