+331.9%
RCL vs INDA
+115.4%
+216.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.6% |
| 7D | -1.2% | +1.1% | -2.3% | -2.3% |
| 30D | +17.8% | +9.4% | +8.5% | +7.5% |
| 3M | +4.9% | +2.9% | +2.0% | +1.8% |
| 6M | +23.7% | +7.2% | +16.5% | +15.3% |
| YTD | +17.8% | -4.8% | +22.6% | +24.9% |
| 1Y | +28.9% | -5.1% | +34.0% | +37.0% |
| 3Y | +241.9% | +16.7% | +225.2% | +188.3% |
| 5Y | +295.4% | +8.8% | +286.6% | +265.8% |
| All | +331.9% | +115.4% | +216.5% | +141.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling