+331.9%
RCL vs AU
+818.2%
-486.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.5% |
| 7D | -1.2% | -7.2% | +6.0% | -0.5% |
| 30D | +17.8% | -2.9% | +20.7% | +18.1% |
| 3M | +4.9% | -8.7% | +13.6% | +5.5% |
| 6M | +23.7% | -14.1% | +37.9% | +24.7% |
| YTD | +17.8% | +4.8% | +13.0% | +16.1% |
| 1Y | +28.9% | +11.9% | +17.0% | +26.3% |
| 3Y | +241.9% | +513.8% | -271.9% | +182.4% |
| 5Y | +295.4% | +379.3% | -83.9% | +224.8% |
| All | +331.9% | +818.2% | -486.3% | +236.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling