+32.0%
RCL vs NI
+9.5%
+22.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.5% | +4.9% | +6.0% |
| 7D | +11.7% | +3.9% | +7.7% | +10.6% |
| 30D | +21.1% | +15.3% | +5.8% | +17.4% |
| 3M | +2.9% | +2.4% | +0.5% | +1.2% |
| 6M | +29.8% | -4.5% | +34.4% | +29.4% |
| YTD | +21.4% | +11.4% | +10.1% | +14.2% |
| 1Y | +32.0% | +8.5% | +23.5% | +24.3% |
| All | +32.0% | +9.5% | +22.6% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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