+292.2%
RCL vs ARWR
-34.9%
+327.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.1% |
| 7D | -1.2% | -17.8% | +16.7% | +2.6% |
| 30D | +17.8% | -18.1% | +36.0% | +22.5% |
| 3M | +4.9% | -44.2% | +49.1% | +18.0% |
| 6M | +23.7% | -38.6% | +62.4% | +34.9% |
| YTD | +17.8% | -28.0% | +45.8% | +23.3% |
| 1Y | +28.9% | +16.1% | +12.8% | +19.7% |
| 3Y | +241.9% | +84.0% | +157.9% | +151.7% |
| All | +292.2% | -34.9% | +327.1% | +251.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling