+173.5%
RCL vs BTG
+99.9%
+73.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.4% | -2.0% |
| 7D | -2.2% | +2.4% | -4.6% | -2.5% |
| 30D | -15.7% | +9.5% | -25.1% | -16.5% |
| 3M | -8.0% | +38.5% | -46.5% | -11.5% |
| 6M | -10.1% | +5.6% | -15.8% | -11.6% |
| YTD | -5.9% | +23.9% | -29.8% | -9.1% |
| 1Y | -23.5% | +32.1% | -55.6% | -27.1% |
| All | +173.5% | +99.9% | +73.6% | +145.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling