+233.1%
RCL vs KR
+38.4%
+194.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.2% |
| 7D | -0.5% | -1.3% | +0.8% | -0.4% |
| 30D | -17.3% | +1.5% | -18.9% | -17.3% |
| 3M | -2.8% | -8.5% | +5.8% | -2.7% |
| 6M | -4.4% | -21.9% | +17.5% | -4.1% |
| YTD | -4.2% | -6.9% | +2.7% | -4.9% |
| 1Y | -23.4% | -14.0% | -9.4% | -23.5% |
| 3Y | +179.4% | +30.3% | +149.1% | +160.5% |
| All | +233.1% | +38.4% | +194.7% | +193.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling