-25.1%
RCL vs BTG
+38.4%
-63.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | 0.0% |
| 7D | -5.1% | -0.9% | -4.2% | -5.0% |
| 30D | -19.0% | +36.8% | -55.8% | -22.4% |
| 3M | -9.6% | +23.1% | -32.7% | -12.2% |
| 6M | -6.7% | +3.5% | -10.2% | -8.9% |
| YTD | -3.9% | +25.5% | -29.4% | -8.1% |
| 1Y | -25.1% | +40.1% | -65.2% | -36.2% |
| All | -25.1% | +38.4% | -63.5% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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