+226.6%
RCL vs KEEL
-41.3%
+267.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.3% | +7.0% | +0.8% |
| 7D | -2.5% | +2.7% | -5.1% | -2.9% |
| 30D | -15.7% | +4.6% | -20.2% | -16.9% |
| 3M | -3.6% | -34.5% | +30.9% | +0.1% |
| 6M | -8.7% | +59.3% | -67.9% | -18.5% |
| YTD | -6.2% | +46.4% | -52.5% | -16.7% |
| 1Y | -22.9% | +96.6% | -119.4% | -38.5% |
| 3Y | +173.6% | +182.0% | -8.4% | +71.5% |
| 5Y | +226.6% | -38.2% | +264.8% | +130.1% |
| All | +226.6% | -41.3% | +267.9% | +130.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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