+342.5%
RCL vs PSKY
-76.1%
+418.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.4% | +3.6% | +0.1% |
| 7D | -2.2% | -6.8% | +4.6% | +0.2% |
| 30D | -15.7% | +10.2% | -25.9% | -18.7% |
| 3M | -8.0% | +0.3% | -8.3% | -8.7% |
| 6M | -10.1% | -7.8% | -2.4% | -9.1% |
| YTD | -5.9% | -23.0% | +17.1% | -0.4% |
| 1Y | -23.5% | -31.6% | +8.2% | -17.4% |
| 3Y | +174.4% | -21.3% | +195.7% | +143.0% |
| 5Y | +227.1% | -71.5% | +298.6% | +334.6% |
| 10Y | +342.5% | -75.6% | +418.2% | +273.6% |
| All | +342.5% | -76.1% | +418.6% | +273.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 PSKY 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