+292.2%
RCL vs KWEB
-47.2%
+339.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -1.2% | -7.8% | +6.6% | +1.3% |
| 30D | +17.8% | -6.4% | +24.3% | +20.3% |
| 3M | +4.9% | -14.6% | +19.5% | +10.0% |
| 6M | +23.7% | -25.0% | +48.8% | +34.5% |
| YTD | +17.8% | -32.7% | +50.5% | +32.3% |
| 1Y | +28.9% | -37.3% | +66.2% | +47.7% |
| 3Y | +241.9% | -5.9% | +247.8% | +232.8% |
| All | +292.2% | -47.2% | +339.4% | +416.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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