+259.4%
RCL vs NI
+99.3%
+160.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.7% |
| 7D | +8.5% | +1.5% | +7.0% | +8.0% |
| 30D | +20.4% | +11.9% | +8.5% | +15.6% |
| 3M | +11.0% | +9.1% | +1.9% | +7.5% |
| 6M | +24.9% | -1.8% | +26.6% | +25.0% |
| YTD | +23.9% | +11.4% | +12.5% | +17.3% |
| 1Y | +30.8% | +6.4% | +24.5% | +26.3% |
| All | +259.4% | +99.3% | +160.1% | +174.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling