+331.2%
RCL vs KR
+123.5%
+207.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.2% |
| 7D | -2.5% | -2.7% | +0.2% | -2.6% |
| 30D | -15.7% | +1.9% | -17.6% | -15.6% |
| 3M | -3.6% | -11.0% | +7.4% | -4.2% |
| 6M | -8.7% | -20.2% | +11.5% | -9.6% |
| YTD | -6.2% | -7.3% | +1.1% | -6.5% |
| 1Y | -22.9% | -13.1% | -9.7% | -23.3% |
| 3Y | +173.6% | +29.7% | +143.9% | +175.1% |
| 5Y | +226.6% | +48.8% | +177.8% | +232.7% |
| All | +331.2% | +123.5% | +207.7% | +360.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling