-25.1%
RCL vs AU
+100.5%
-125.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.2% |
| 7D | -5.1% | -3.6% | -1.4% | -4.6% |
| 30D | -19.0% | +23.9% | -42.9% | -21.8% |
| 3M | -9.6% | +19.1% | -28.7% | -12.5% |
| 6M | -6.7% | -0.2% | -6.5% | -9.9% |
| YTD | -3.9% | +32.5% | -36.4% | -9.7% |
| 1Y | -25.1% | +96.9% | -122.0% | -32.2% |
| All | -25.1% | +100.5% | -125.6% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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