+32.0%
RCL vs AS
+3.3%
+28.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.1% | +1.3% | +3.8% |
| 7D | +11.7% | +13.8% | -2.1% | +4.9% |
| 30D | +21.1% | +16.7% | +4.5% | +12.4% |
| 3M | +2.9% | -11.5% | +14.4% | +9.1% |
| 6M | +29.8% | -5.5% | +35.3% | +33.0% |
| YTD | +21.4% | -14.2% | +35.6% | +26.1% |
| 1Y | +32.0% | +2.1% | +30.0% | +33.6% |
| All | +32.0% | +3.3% | +28.7% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling