+747.5%
RCL vs BLK
+13,188.7%
-12,441.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.9% |
| 7D | -0.5% | -2.4% | +2.0% | +1.0% |
| 30D | -17.3% | -3.1% | -14.2% | -15.7% |
| 3M | -2.8% | +10.7% | -13.4% | -9.1% |
| 6M | -4.4% | +15.9% | -20.3% | -13.0% |
| YTD | -4.2% | +4.0% | -8.2% | -7.5% |
| 1Y | -23.4% | +1.3% | -24.6% | -24.8% |
| 3Y | +179.4% | +69.6% | +109.8% | +101.9% |
| 5Y | +238.8% | +33.8% | +205.0% | +184.1% |
| 10Y | +350.2% | +276.2% | +74.0% | +111.7% |
| All | +747.5% | +13,188.7% | -12,441.3% | +85.0% |
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