+226.6%
RCL vs BLK
+29.1%
+197.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.5% |
| 7D | -2.5% | -5.2% | +2.7% | +2.0% |
| 30D | -15.7% | -7.0% | -8.6% | -10.3% |
| 3M | -3.6% | +5.7% | -9.3% | -8.9% |
| 6M | -8.7% | +11.0% | -19.7% | -17.4% |
| YTD | -6.2% | +0.9% | -7.0% | -8.9% |
| 1Y | -22.9% | -1.6% | -21.2% | -23.5% |
| 3Y | +173.6% | +64.5% | +109.1% | +68.7% |
| 5Y | +226.6% | +30.9% | +195.7% | +134.1% |
| All | +226.6% | +29.1% | +197.5% | +134.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling