-25.1%
RCL vs BLK
+3.3%
-28.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | -5.1% | -3.6% | -1.5% | -3.0% |
| 30D | -19.0% | -1.0% | -18.0% | -18.5% |
| 3M | -9.6% | +10.4% | -19.9% | -14.7% |
| 6M | -6.7% | +8.2% | -14.9% | -12.0% |
| YTD | -3.9% | +6.0% | -10.0% | -9.1% |
| 1Y | -25.1% | +3.3% | -28.4% | -29.7% |
| All | -25.1% | +3.3% | -28.4% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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