+226.6%
RCL vs KWEB
-45.1%
+271.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.1% |
| 7D | -2.5% | -4.3% | +1.8% | -1.2% |
| 30D | -15.7% | -13.0% | -2.7% | -12.2% |
| 3M | -3.6% | -7.6% | +3.9% | -1.6% |
| 6M | -8.7% | -21.1% | +12.5% | -2.2% |
| YTD | -6.2% | -28.2% | +22.1% | +3.0% |
| 1Y | -22.9% | -34.9% | +12.0% | -13.2% |
| 3Y | +173.6% | -0.8% | +174.4% | +163.4% |
| 5Y | +226.6% | -43.6% | +270.1% | +228.7% |
| All | +226.6% | -45.1% | +271.6% | +228.7% |
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