+32.0%
RCL vs DAR
+63.3%
-31.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.5% | +8.8% | +6.1% |
| 7D | +11.7% | -5.7% | +17.4% | +11.0% |
| 30D | +21.1% | -16.6% | +37.7% | +19.4% |
| 3M | +2.9% | -13.1% | +15.9% | +1.7% |
| 6M | +29.8% | -18.8% | +48.6% | +30.0% |
| YTD | +21.4% | +45.3% | -23.9% | -6.0% |
| 1Y | +32.0% | +60.6% | -28.6% | -1.5% |
| All | +32.0% | +63.3% | -31.3% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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