+274.2%
RCL vs DAR
+11.9%
+262.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.5% |
| 7D | +6.5% | -9.9% | +16.4% | +7.8% |
| 30D | +15.9% | -16.4% | +32.3% | +18.2% |
| 3M | +2.7% | -17.1% | +19.7% | +4.5% |
| 6M | +15.2% | -20.5% | +35.7% | +17.8% |
| YTD | +19.2% | +39.4% | -20.2% | +8.4% |
| 1Y | +31.6% | +57.2% | -25.6% | +16.8% |
| 3Y | +274.2% | +13.9% | +260.3% | +240.4% |
| All | +274.2% | +11.9% | +262.3% | +240.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling