+95.3%
RKT vs RCL
+266.4%
-171.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.0% |
| 7D | +17.7% | +6.5% | +11.2% | +14.8% |
| 30D | +31.6% | +15.9% | +15.8% | +24.0% |
| 3M | +13.9% | +2.7% | +11.2% | +12.4% |
| 6M | +2.8% | +15.2% | -12.4% | -2.9% |
| YTD | -22.2% | +19.2% | -41.4% | -27.8% |
| 1Y | -3.5% | +31.6% | -35.1% | -13.5% |
| 3Y | +95.3% | +274.2% | -178.9% | -25.1% |
| All | +95.3% | +266.4% | -171.1% | -25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling