+179.4%
RCL vs ARWR
+181.4%
-2.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.2% | 0.0% |
| 7D | -0.5% | +2.9% | -3.3% | -0.9% |
| 30D | -17.3% | -2.9% | -14.4% | -17.0% |
| 3M | -2.8% | +15.2% | -18.0% | -5.7% |
| 6M | -4.4% | +42.3% | -46.7% | -10.7% |
| YTD | -4.2% | +28.2% | -32.4% | -9.2% |
| 1Y | -23.4% | +213.2% | -236.6% | -37.7% |
| 3Y | +179.4% | +184.6% | -5.3% | +105.9% |
| All | +179.4% | +181.4% | -2.0% | +105.9% |
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