-22.9%
RCL vs INDA
-9.3%
-13.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +1.2% |
| 7D | -2.5% | -3.6% | +1.2% | +2.2% |
| 30D | -15.7% | -4.0% | -11.7% | -11.3% |
| 3M | -3.6% | +1.7% | -5.3% | -6.0% |
| 6M | -8.7% | -3.6% | -5.0% | -5.9% |
| YTD | -6.2% | -11.0% | +4.8% | +0.4% |
| 1Y | -22.9% | -9.5% | -13.4% | -17.0% |
| All | -22.9% | -9.3% | -13.5% | -17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling