+941.9%
RCL vs BLK
+14,736.0%
-13,794.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.1% |
| 7D | -1.2% | +3.7% | -4.9% | -3.4% |
| 30D | +17.8% | +13.9% | +4.0% | +8.8% |
| 3M | +4.9% | +3.9% | +1.0% | +2.5% |
| 6M | +23.7% | +13.0% | +10.7% | +14.1% |
| YTD | +17.8% | +16.1% | +1.7% | +6.3% |
| 1Y | +28.9% | +16.8% | +12.2% | +16.0% |
| 3Y | +241.9% | +97.7% | +144.2% | +124.5% |
| 5Y | +295.4% | +42.1% | +253.3% | +220.0% |
| 10Y | +344.1% | +321.3% | +22.8% | +95.3% |
| All | +941.9% | +14,736.0% | -13,794.1% | +112.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling