+333.1%
RCL vs BLK
+283.5%
+49.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | -0.9% |
| 7D | -1.9% | -3.3% | +1.4% | +0.8% |
| 30D | -15.5% | -6.5% | -9.0% | -10.8% |
| 3M | -9.7% | +6.7% | -16.4% | -15.2% |
| 6M | -8.7% | +14.7% | -23.5% | -19.2% |
| YTD | -5.8% | +2.5% | -8.3% | -9.5% |
| 1Y | -24.5% | -2.8% | -21.7% | -24.2% |
| 3Y | +173.9% | +65.9% | +108.1% | +75.6% |
| 5Y | +228.0% | +33.0% | +195.0% | +148.6% |
| All | +333.1% | +283.5% | +49.6% | +71.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling