+61.0%
RSP vs ACN
-11.6%
+72.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | -0.1% |
| 7D | -1.0% | +0.9% | -1.9% | -1.2% |
| 30D | +2.6% | +33.5% | -31.0% | -1.8% |
| 3M | -0.8% | +53.5% | -54.2% | -7.5% |
| 6M | +6.3% | +52.2% | -46.0% | -1.2% |
| YTD | +14.1% | -0.1% | +14.2% | +17.0% |
| 1Y | +18.0% | +11.0% | +7.0% | +17.1% |
| 3Y | +61.0% | -11.8% | +72.8% | +58.6% |
| All | +61.0% | -11.6% | +72.6% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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