+14.8%
RSP vs KR
-13.3%
+28.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.8% |
| 7D | -1.9% | -0.2% | -1.7% | -1.9% |
| 30D | -2.8% | +5.1% | -7.9% | -2.7% |
| 3M | +2.8% | -8.2% | +11.0% | +2.4% |
| 6M | +10.2% | -18.0% | +28.2% | +9.3% |
| YTD | +13.1% | -4.8% | +17.9% | +11.5% |
| 1Y | +14.8% | -11.0% | +25.8% | +13.4% |
| All | +14.8% | -13.3% | +28.1% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 1y: compounded portfolio wealth divided by compounded KR 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…
1y analysis · Full analysis span regression · 6 months rolling