+274.2%
RCL vs ARWR
+105.6%
+168.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +1.2% |
| 7D | +6.5% | -2.9% | +9.4% | +7.0% |
| 30D | +15.9% | -5.4% | +21.3% | +16.9% |
| 3M | +2.7% | -32.2% | +34.9% | +9.1% |
| 6M | +15.2% | -26.5% | +41.7% | +19.8% |
| YTD | +19.2% | -12.4% | +31.6% | +19.9% |
| 1Y | +31.6% | +46.9% | -15.3% | +21.3% |
| 3Y | +274.2% | +116.0% | +158.2% | +196.4% |
| All | +274.2% | +105.6% | +168.6% | +196.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling