+215.7%
RSP vs KEY
+107.2%
+108.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | -0.3% | -0.5% | +0.2% | -0.1% |
| 30D | +4.4% | +6.7% | -2.3% | +2.2% |
| 3M | +1.3% | -4.6% | +5.9% | +2.8% |
| 6M | +10.0% | +2.6% | +7.4% | +8.7% |
| YTD | +17.6% | +7.0% | +10.7% | +14.4% |
| 1Y | +19.2% | +23.5% | -4.2% | +10.4% |
| 3Y | +66.0% | +126.4% | -60.3% | +21.7% |
| 5Y | +50.4% | +13.0% | +37.4% | +34.2% |
| 10Y | +215.7% | +99.5% | +116.2% | +110.9% |
| All | +215.7% | +107.2% | +108.4% | +110.9% |
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