+52.4%
RSP vs KR
+28.8%
+23.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.4% | -0.9% |
| 7D | -1.8% | -3.1% | +1.2% | -1.7% |
| 30D | -2.5% | +0.6% | -3.1% | -2.5% |
| 3M | +3.0% | -9.8% | +12.8% | +3.1% |
| 6M | +8.9% | -22.1% | +31.0% | +9.4% |
| YTD | +13.0% | -8.1% | +21.1% | +12.6% |
| 1Y | +16.2% | -14.7% | +30.9% | +16.2% |
| All | +52.4% | +28.8% | +23.6% | +42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling