+31.6%
RCL vs AS
+0.9%
+30.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.1% |
| 7D | +6.5% | +6.9% | -0.4% | +3.1% |
| 30D | +15.9% | +16.0% | -0.1% | +7.8% |
| 3M | +2.7% | -12.8% | +15.5% | +9.8% |
| 6M | +15.2% | -15.4% | +30.6% | +24.5% |
| YTD | +19.2% | -15.7% | +35.0% | +25.0% |
| 1Y | +31.6% | +6.1% | +25.5% | +32.2% |
| All | +31.6% | +0.9% | +30.7% | +32.2% |
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