+1,115.0%
RSP vs BLK
+3,988.8%
-2,873.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.2% |
| 7D | -0.4% | -2.4% | +2.0% | +0.7% |
| 30D | -1.5% | -3.1% | +1.6% | -0.2% |
| 3M | +4.8% | +10.7% | -5.9% | -0.4% |
| 6M | +10.3% | +15.9% | -5.6% | +2.2% |
| YTD | +14.1% | +4.0% | +10.0% | +10.5% |
| 1Y | +17.0% | +1.3% | +15.8% | +14.5% |
| 3Y | +54.2% | +69.6% | -15.4% | +17.5% |
| 5Y | +51.5% | +33.8% | +17.7% | +26.4% |
| 10Y | +204.4% | +276.2% | -71.8% | +55.0% |
| All | +1,115.0% | +3,988.8% | -2,873.8% | +166.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling