-24.5%
RCL vs MKSI
+142.7%
-167.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | 0.0% |
| 7D | -1.9% | +2.7% | -4.6% | -2.4% |
| 30D | -15.5% | -12.8% | -2.7% | -13.4% |
| 3M | -9.7% | -22.5% | +12.9% | -6.4% |
| 6M | -8.7% | +19.4% | -28.1% | -15.9% |
| YTD | -5.8% | +67.7% | -73.5% | -17.4% |
| 1Y | -24.5% | +131.4% | -155.9% | -35.4% |
| All | -24.5% | +142.7% | -167.2% | -35.4% |
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