+205.8%
RSP vs AMCR
+14.6%
+191.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.4% |
| 7D | -1.9% | -6.3% | +4.4% | +0.6% |
| 30D | -2.8% | -7.8% | +5.0% | +0.2% |
| 3M | +2.8% | +7.5% | -4.7% | -0.5% |
| 6M | +10.2% | +2.7% | +7.5% | +7.9% |
| YTD | +13.1% | +6.0% | +7.1% | +8.6% |
| 1Y | +14.8% | +7.8% | +7.0% | +9.2% |
| 3Y | +52.6% | +5.8% | +46.8% | +43.4% |
| 5Y | +51.6% | -11.6% | +63.2% | +53.0% |
| All | +205.8% | +14.6% | +191.2% | +157.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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