-22.9%
RCL vs BTG
+27.7%
-50.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | +0.1% |
| 7D | -2.5% | -5.5% | +3.0% | -1.8% |
| 30D | -15.7% | +6.1% | -21.8% | -16.4% |
| 3M | -3.6% | +38.6% | -42.3% | -8.1% |
| 6M | -8.7% | +0.7% | -9.3% | -10.5% |
| YTD | -6.2% | +20.3% | -26.5% | -9.9% |
| 1Y | -22.9% | +25.0% | -47.9% | -33.4% |
| All | -22.9% | +27.7% | -50.6% | -33.4% |
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