+1,120.4%
RSP vs KEY
+94.6%
+1,025.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.7% | -0.2% | -2.1% |
| 7D | -1.4% | -2.5% | +1.0% | -0.7% |
| 30D | +2.1% | +4.1% | -1.9% | +0.9% |
| 3M | -0.9% | -8.4% | +7.4% | +1.5% |
| 6M | +7.5% | -2.3% | +9.8% | +8.0% |
| YTD | +14.6% | +4.6% | +10.0% | +12.6% |
| 1Y | +17.6% | +24.6% | -6.9% | +9.8% |
| 3Y | +60.8% | +112.8% | -52.0% | +25.8% |
| 5Y | +46.1% | +12.9% | +33.2% | +31.1% |
| 10Y | +221.4% | +126.7% | +94.7% | +120.9% |
| All | +1,120.4% | +94.6% | +1,025.8% | +508.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling