+234.8%
RCL vs DAR
-11.0%
+245.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.1% |
| 7D | -5.1% | +1.4% | -6.4% | -5.6% |
| 30D | -19.0% | +12.8% | -31.8% | -22.4% |
| 3M | -9.6% | +7.4% | -16.9% | -12.6% |
| 6M | -6.7% | +22.3% | -29.0% | -14.6% |
| YTD | -3.9% | +81.1% | -85.0% | -23.6% |
| 1Y | -25.1% | +106.5% | -131.6% | -43.8% |
| 3Y | +179.1% | +5.3% | +173.8% | +166.0% |
| All | +234.8% | -11.0% | +245.8% | +244.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling