+331.9%
RCL vs NI
+197.8%
+134.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.1% |
| 7D | -1.2% | +4.3% | -5.5% | -3.4% |
| 30D | +17.8% | +12.4% | +5.5% | +10.6% |
| 3M | +4.9% | +10.2% | -5.2% | -0.4% |
| 6M | +23.7% | -0.8% | +24.5% | +23.7% |
| YTD | +17.8% | +13.2% | +4.6% | +8.9% |
| 1Y | +28.9% | +10.1% | +18.9% | +21.0% |
| 3Y | +241.9% | +103.1% | +138.8% | +123.0% |
| 5Y | +295.4% | +115.5% | +179.9% | +144.2% |
| All | +331.9% | +197.8% | +134.1% | +171.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling