-23.5%
RKT vs RCL
+24.4%
-47.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.9% | -1.1% | -2.9% |
| 7D | -7.5% | -0.2% | -7.3% | -7.4% |
| 30D | +26.6% | +14.4% | +12.2% | +17.9% |
| 3M | -2.4% | +5.2% | -7.6% | -4.8% |
| 6M | -7.4% | +26.1% | -33.5% | -17.1% |
| YTD | -29.2% | +17.4% | -46.5% | -34.2% |
| 1Y | -23.5% | +24.7% | -48.2% | -32.1% |
| All | -23.5% | +24.4% | -47.9% | -32.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling