+1,095.1%
RSP vs BKR
+356.2%
+738.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.7% | +6.0% | +1.4% |
| 7D | -3.1% | -6.7% | +3.5% | -1.1% |
| 30D | -3.4% | -8.3% | +4.9% | -0.9% |
| 3M | +3.6% | -5.4% | +9.0% | +4.9% |
| 6M | +9.0% | +0.8% | +8.2% | +7.4% |
| YTD | +12.2% | +31.8% | -19.7% | +1.2% |
| 1Y | +15.6% | +28.6% | -13.0% | +4.7% |
| 3Y | +51.6% | +71.2% | -19.6% | +22.4% |
| 5Y | +50.4% | +179.2% | -128.8% | -0.8% |
| 10Y | +207.7% | +124.0% | +83.8% | +92.8% |
| All | +1,095.1% | +356.2% | +738.9% | +403.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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