+5,591.8%
RCL vs KEY
+335.0%
+5,256.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.4% | -1.7% |
| 7D | +3.9% | -2.5% | +6.4% | +5.4% |
| 30D | +11.8% | +4.1% | +7.7% | +9.5% |
| 3M | -0.8% | -8.4% | +7.5% | +3.7% |
| 6M | +23.6% | -2.3% | +25.9% | +24.8% |
| YTD | +17.6% | +4.6% | +13.1% | +14.6% |
| 1Y | +28.3% | +24.6% | +3.7% | +14.0% |
| 3Y | +261.4% | +112.8% | +148.7% | +138.6% |
| 5Y | +245.3% | +12.9% | +232.4% | +199.2% |
| 10Y | +381.8% | +126.7% | +255.1% | +201.0% |
| All | +5,591.8% | +335.0% | +5,256.8% | +2,115.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling