-23.6%
RKT vs RCL
+456.2%
-479.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | +6.0% | -0.5% | +6.4% | +6.1% |
| 30D | +0.7% | -17.3% | +18.0% | +7.2% |
| 3M | +11.8% | -2.8% | +14.6% | +13.4% |
| 6M | -7.6% | -4.4% | -3.2% | -5.8% |
| YTD | -28.7% | -4.2% | -24.5% | -27.7% |
| 1Y | -32.6% | -23.4% | -9.2% | -27.3% |
| 3Y | +42.1% | +179.4% | -137.3% | +2.1% |
| 5Y | -7.2% | +238.8% | -245.9% | -41.4% |
| All | -23.6% | +456.2% | -479.8% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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