+1,738.8%
RCL vs BRKR
+172.5%
+1,566.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.5% |
| 7D | -1.9% | -8.7% | +6.8% | +0.2% |
| 30D | -15.5% | -9.9% | -5.7% | -13.6% |
| 3M | -9.7% | -3.1% | -6.6% | -10.4% |
| 6M | -8.7% | +45.5% | -54.2% | -18.4% |
| YTD | -5.8% | +13.7% | -19.4% | -11.1% |
| 1Y | -24.5% | +67.4% | -91.9% | -35.7% |
| 3Y | +173.9% | -13.2% | +187.1% | +164.5% |
| 5Y | +228.0% | -39.5% | +267.5% | +241.0% |
| 10Y | +343.2% | +153.5% | +189.7% | +238.2% |
| All | +1,738.8% | +172.5% | +1,566.3% | +928.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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