-25.1%
RCL vs MKSI
+162.5%
-187.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.4% | -1.0% |
| 7D | -5.1% | +1.8% | -6.9% | -5.5% |
| 30D | -19.0% | -16.8% | -2.2% | -16.2% |
| 3M | -9.6% | -21.1% | +11.5% | -7.1% |
| 6M | -6.7% | +10.8% | -17.5% | -12.8% |
| YTD | -3.9% | +63.3% | -67.2% | -15.4% |
| 1Y | -25.1% | +157.0% | -182.1% | -37.6% |
| All | -25.1% | +162.5% | -187.6% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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