+28.9%
RCL vs KR
+10.4%
+18.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.6% |
| 7D | -1.2% | +4.6% | -5.8% | -0.4% |
| 30D | +17.8% | +12.2% | +5.6% | +20.5% |
| 3M | +4.9% | +24.6% | -19.6% | +9.9% |
| 6M | +23.7% | +8.2% | +15.5% | +23.9% |
| YTD | +17.8% | +15.3% | +2.5% | +17.1% |
| 1Y | +28.9% | +9.8% | +19.2% | +31.7% |
| All | +28.9% | +10.4% | +18.5% | +31.7% |
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