+32.0%
RCL vs KR
+10.2%
+21.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.2% | +3.1% | +6.9% |
| 7D | +11.7% | +6.1% | +5.6% | +12.9% |
| 30D | +21.1% | +17.3% | +3.8% | +25.2% |
| 3M | +2.9% | +20.2% | -17.3% | +7.0% |
| 6M | +29.8% | +3.3% | +26.5% | +28.7% |
| YTD | +21.4% | +12.3% | +9.1% | +20.5% |
| 1Y | +32.0% | +10.6% | +21.4% | +31.2% |
| All | +32.0% | +10.2% | +21.8% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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