+213.2%
RSP vs KEY
+109.2%
+104.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +0.7% | +0.5% | +0.2% | +0.6% |
| 30D | +3.7% | +6.9% | -3.2% | +1.4% |
| 3M | +0.7% | -5.0% | +5.7% | +2.3% |
| 6M | +9.0% | +0.7% | +8.3% | +8.5% |
| YTD | +16.7% | +6.5% | +10.2% | +13.6% |
| 1Y | +19.0% | +22.6% | -3.7% | +10.4% |
| 3Y | +64.7% | +125.3% | -60.6% | +20.9% |
| 5Y | +49.6% | +13.9% | +35.7% | +33.0% |
| 10Y | +213.2% | +105.3% | +107.8% | +110.6% |
| All | +213.2% | +109.2% | +104.0% | +110.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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