+4,549.4%
RCL vs KEY
+360.3%
+4,189.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.3% |
| 7D | -5.1% | +2.2% | -7.3% | -6.2% |
| 30D | -19.0% | -3.0% | -16.0% | -17.7% |
| 3M | -9.6% | +3.3% | -12.9% | -11.3% |
| 6M | -6.7% | +9.2% | -15.9% | -11.0% |
| YTD | -3.9% | +10.6% | -14.6% | -9.0% |
| 1Y | -25.1% | +20.4% | -45.5% | -32.2% |
| 3Y | +179.1% | +121.8% | +57.3% | +79.5% |
| 5Y | +243.3% | +41.1% | +202.2% | +164.8% |
| 10Y | +325.8% | +168.5% | +157.2% | +144.3% |
| All | +4,549.4% | +360.3% | +4,189.1% | +1,657.5% |
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