+1,115.0%
RSP vs AU
+419.3%
+695.7%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.9% |
| 7D | -0.4% | -0.3% | -0.1% | -0.4% |
| 30D | -1.5% | +12.8% | -14.3% | -2.8% |
| 3M | +4.8% | +28.5% | -23.7% | +1.9% |
| 6M | +10.3% | +4.8% | +5.4% | +8.8% |
| YTD | +14.1% | +31.0% | -16.9% | +9.7% |
| 1Y | +17.0% | +81.4% | -64.4% | +8.5% |
| 3Y | +54.2% | +618.4% | -564.3% | +21.7% |
| 5Y | +51.5% | +686.3% | -634.8% | +16.2% |
| 10Y | +204.4% | +664.5% | -460.1% | +118.6% |
| All | +1,115.0% | +419.3% | +695.7% | +714.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 all: compounded portfolio wealth divided by compounded AU 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…
all analysis · Full analysis span regression · 6 months rolling