+50.4%
RSP vs BLK
+29.1%
+21.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.3% |
| 7D | -3.1% | -5.2% | +2.1% | -0.7% |
| 30D | -3.4% | -7.0% | +3.6% | -0.2% |
| 3M | +3.6% | +5.7% | -2.0% | +0.5% |
| 6M | +9.0% | +11.0% | -2.0% | +2.7% |
| YTD | +12.2% | +0.9% | +11.3% | +10.2% |
| 1Y | +15.6% | -1.6% | +17.2% | +14.6% |
| 3Y | +51.6% | +64.5% | -12.8% | +13.2% |
| 5Y | +50.4% | +30.9% | +19.6% | +23.4% |
| All | +50.4% | +29.1% | +21.3% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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