+133.1%
RSP vs KEEL
+294.5%
-161.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.8% | -3.0% | +0.7% |
| 7D | -1.9% | +2.9% | -4.8% | -2.0% |
| 30D | -2.8% | +0.8% | -3.7% | -3.0% |
| 3M | +2.8% | -35.3% | +38.2% | +3.9% |
| 6M | +10.2% | +59.4% | -49.2% | +7.0% |
| YTD | +13.1% | +51.9% | -38.8% | +9.6% |
| 1Y | +14.8% | +75.0% | -60.2% | +9.6% |
| 3Y | +52.6% | +224.5% | -171.9% | +38.2% |
| 5Y | +51.6% | -35.9% | +87.5% | +38.5% |
| All | +133.1% | +294.5% | -161.4% | +101.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 10y: compounded portfolio wealth divided by compounded KEEL 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…
10y analysis · Full analysis span regression · 6 months rolling