+211.0%
RSP vs AAL
-68.3%
+279.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.4% |
| 7D | +2.4% | -0.1% | +2.4% | +2.3% |
| 30D | +4.3% | +11.7% | -7.4% | +1.9% |
| 3M | -0.3% | -12.5% | +12.2% | +2.0% |
| 6M | +9.8% | +3.6% | +6.2% | +7.9% |
| YTD | +16.8% | -14.1% | +30.9% | +18.2% |
| 1Y | +19.5% | +0.8% | +18.7% | +16.9% |
| 3Y | +65.1% | +11.8% | +53.3% | +51.2% |
| 5Y | +48.7% | -35.1% | +83.8% | +47.0% |
| All | +211.0% | -68.3% | +279.3% | +212.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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