+379.0%
RCL vs ARWR
+921.6%
-542.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -15.3% | +18.3% | +5.6% |
| 7D | +5.0% | -17.3% | +22.3% | +8.0% |
| 30D | +19.4% | -21.5% | +40.9% | +23.9% |
| 3M | +5.9% | -43.8% | +49.8% | +15.9% |
| 6M | +23.8% | -32.3% | +56.1% | +30.2% |
| YTD | +22.8% | -25.8% | +48.6% | +26.9% |
| 1Y | +34.3% | +25.5% | +8.7% | +25.7% |
| 3Y | +276.4% | +84.1% | +192.3% | +207.1% |
| 5Y | +281.6% | -39.2% | +320.8% | +255.0% |
| 10Y | +379.0% | +1,072.4% | -693.4% | +239.2% |
| All | +379.0% | +921.6% | -542.6% | +239.2% |
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