+32.0%
RCL vs IAG
+56.5%
-24.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +10.2% | -3.8% | +4.8% |
| 7D | +11.7% | +1.1% | +10.6% | +11.3% |
| 30D | +21.1% | -5.3% | +26.4% | +21.7% |
| 3M | +2.9% | +18.0% | -15.2% | -0.7% |
| 6M | +29.8% | +7.1% | +22.7% | +26.8% |
| YTD | +21.4% | +5.9% | +15.5% | +15.7% |
| 1Y | +32.0% | +59.4% | -27.4% | +19.4% |
| All | +32.0% | +56.5% | -24.5% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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