+51.9%
RSP vs AMCR
-10.5%
+62.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.4% |
| 7D | -0.4% | -1.8% | +1.4% | +0.3% |
| 30D | -1.5% | -6.0% | +4.5% | +0.7% |
| 3M | +4.8% | +18.9% | -14.1% | -2.4% |
| 6M | +10.3% | +5.7% | +4.6% | +7.0% |
| YTD | +14.1% | +11.1% | +3.0% | +7.6% |
| 1Y | +17.0% | +12.7% | +4.3% | +9.4% |
| 3Y | +54.2% | +9.6% | +44.6% | +41.2% |
| All | +51.9% | -10.5% | +62.4% | +52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling