+211.0%
RSP vs KEY
+96.4%
+114.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | +2.4% | +2.9% | -0.6% | +1.4% |
| 30D | +4.3% | +8.4% | -4.2% | +1.5% |
| 3M | -0.3% | -5.8% | +5.4% | +1.5% |
| 6M | +9.8% | +5.4% | +4.4% | +7.6% |
| YTD | +16.8% | +7.1% | +9.8% | +13.6% |
| 1Y | +19.5% | +26.8% | -7.3% | +9.6% |
| 3Y | +65.1% | +128.7% | -63.5% | +20.6% |
| 5Y | +48.7% | +13.6% | +35.1% | +32.4% |
| All | +211.0% | +96.4% | +114.5% | +109.2% |
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