+3,360.8%
RCL vs ARWR
-97.0%
+3,457.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | -5.1% | +1.7% | -6.8% | -5.1% |
| 30D | -19.0% | -0.7% | -18.4% | -19.0% |
| 3M | -9.6% | +14.9% | -24.5% | -9.7% |
| 6M | -6.7% | +32.6% | -39.3% | -7.0% |
| YTD | -3.9% | +30.0% | -34.0% | -4.2% |
| 1Y | -25.1% | +208.4% | -233.4% | -26.1% |
| 3Y | +179.1% | +208.8% | -29.7% | +174.5% |
| 5Y | +243.3% | +27.8% | +215.5% | +239.8% |
| 10Y | +325.8% | +1,107.6% | -781.8% | +311.1% |
| All | +3,360.8% | -97.0% | +3,457.9% | +3,314.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling