+32.0%
RCL vs KEYS
+55.9%
-23.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -6.3% | +12.7% | +7.8% |
| 7D | +11.7% | -14.8% | +26.5% | +16.0% |
| 30D | +21.1% | -25.6% | +46.7% | +30.3% |
| 3M | +2.9% | -16.2% | +19.1% | +6.8% |
| 6M | +29.8% | -18.6% | +48.5% | +35.4% |
| YTD | +21.4% | +40.7% | -19.3% | +5.0% |
| 1Y | +32.0% | +59.6% | -27.6% | +8.8% |
| All | +32.0% | +55.9% | -23.9% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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