-25.1%
RCL vs BNY
+59.6%
-84.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.3% |
| 7D | -5.1% | +1.4% | -6.5% | -5.8% |
| 30D | -19.0% | +3.8% | -22.8% | -20.6% |
| 3M | -9.6% | +14.9% | -24.5% | -16.9% |
| 6M | -6.7% | +40.3% | -47.0% | -25.4% |
| YTD | -3.9% | +43.8% | -47.7% | -24.4% |
| 1Y | -25.1% | +58.9% | -84.0% | -44.2% |
| All | -25.1% | +59.6% | -84.6% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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