+31.6%
RCL vs KEY
+24.1%
+7.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.7% |
| 7D | +6.5% | -1.3% | +7.8% | +7.6% |
| 30D | +15.9% | +5.1% | +10.7% | +12.4% |
| 3M | +2.7% | -7.1% | +9.8% | +7.9% |
| 6M | +15.2% | -4.4% | +19.6% | +18.1% |
| YTD | +19.2% | +4.0% | +15.2% | +13.6% |
| 1Y | +31.6% | +23.4% | +8.2% | +10.4% |
| All | +31.6% | +24.1% | +7.5% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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