+1,425.2%
AMAT vs RSP
+216.5%
+1,208.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.8% | +5.3% | +4.9% |
| 7D | +7.0% | -0.3% | +7.3% | +8.3% |
| 30D | -20.6% | +4.4% | -25.0% | -25.3% |
| 3M | -24.8% | +1.3% | -26.0% | -26.1% |
| 6M | -10.7% | +10.0% | -20.7% | -22.2% |
| YTD | +54.3% | +17.6% | +36.7% | +22.8% |
| 1Y | +73.7% | +19.2% | +54.5% | +35.8% |
| 3Y | +168.4% | +66.0% | +102.4% | +32.0% |
| 5Y | +167.6% | +50.4% | +117.1% | +58.1% |
| 10Y | +1,425.2% | +215.7% | +1,209.5% | +238.9% |
| All | +1,425.2% | +216.5% | +1,208.7% | +238.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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