+307.4%
RCL vs NI
+110.1%
+197.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.6% |
| 7D | +8.5% | +1.5% | +7.0% | +7.8% |
| 30D | +20.4% | +11.9% | +8.5% | +14.6% |
| 3M | +11.0% | +9.1% | +1.9% | +6.8% |
| 6M | +24.9% | -1.8% | +26.6% | +25.3% |
| YTD | +23.9% | +11.4% | +12.5% | +16.7% |
| 1Y | +30.8% | +6.4% | +24.5% | +25.9% |
| 3Y | +270.4% | +98.2% | +172.2% | +160.6% |
| All | +307.4% | +110.1% | +197.2% | +145.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling