+272.1%
RCL vs KVUE
-20.4%
+292.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -1.9% | -5.1% | +3.2% | -1.0% |
| 30D | -15.5% | -6.3% | -9.2% | -14.6% |
| 3M | -9.7% | -0.5% | -9.2% | -9.5% |
| 6M | -8.7% | +3.1% | -11.8% | -9.1% |
| YTD | -5.8% | +6.7% | -12.4% | -6.7% |
| 1Y | -24.5% | -1.1% | -23.3% | -24.4% |
| 3Y | +173.9% | -8.7% | +182.7% | +170.2% |
| All | +272.1% | -20.4% | +292.6% | +258.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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