+1,144.5%
RSP vs KR
+1,335.7%
-191.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.2% |
| 7D | +2.4% | +4.6% | -2.2% | +1.2% |
| 30D | +4.3% | +12.2% | -7.9% | +1.3% |
| 3M | -0.3% | +24.6% | -24.9% | -5.9% |
| 6M | +9.8% | +8.2% | +1.6% | +7.0% |
| YTD | +16.8% | +15.3% | +1.6% | +11.3% |
| 1Y | +19.5% | +9.8% | +9.7% | +15.1% |
| 3Y | +65.1% | +71.4% | -6.2% | +38.2% |
| 5Y | +48.7% | +85.1% | -36.4% | +19.1% |
| 10Y | +213.6% | +159.4% | +54.2% | +110.2% |
| All | +1,144.5% | +1,335.7% | -191.2% | +330.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling