+143.0%
RSP vs ACI
+21.8%
+121.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.3% | +2.2% | -0.7% |
| 7D | -0.4% | -2.6% | +2.2% | -0.2% |
| 30D | -1.5% | +1.1% | -2.6% | -1.6% |
| 3M | +4.8% | -23.6% | +28.4% | +7.1% |
| 6M | +10.3% | -29.9% | +40.2% | +13.5% |
| YTD | +14.1% | -26.9% | +40.9% | +16.8% |
| 1Y | +17.0% | -34.2% | +51.3% | +21.0% |
| 3Y | +54.2% | -43.6% | +97.8% | +61.5% |
| 5Y | +51.5% | -42.4% | +93.9% | +56.6% |
| All | +143.0% | +21.8% | +121.2% | +143.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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