+173.5%
RCL vs MKSI
+191.6%
-18.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.1% |
| 7D | -2.2% | +6.6% | -8.8% | -4.1% |
| 30D | -15.7% | -8.2% | -7.4% | -13.8% |
| 3M | -8.0% | -16.4% | +8.4% | -5.5% |
| 6M | -10.1% | +23.0% | -33.1% | -19.8% |
| YTD | -5.9% | +68.2% | -74.1% | -25.1% |
| 1Y | -23.5% | +148.6% | -172.1% | -48.1% |
| All | +173.5% | +191.6% | -18.1% | +58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling