+215.7%
RSP vs MKC
+25.5%
+190.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -0.3% | -7.0% | +6.7% | +1.8% |
| 30D | +4.4% | +4.1% | +0.4% | +3.0% |
| 3M | +1.3% | -10.3% | +11.6% | +4.2% |
| 6M | +10.0% | +1.7% | +8.3% | +8.5% |
| YTD | +17.6% | -29.1% | +46.7% | +28.9% |
| 1Y | +19.2% | -26.0% | +45.2% | +28.7% |
| 3Y | +66.0% | -21.5% | +87.5% | +72.6% |
| 5Y | +50.4% | -35.0% | +85.5% | +64.0% |
| 10Y | +215.7% | +25.6% | +190.1% | +186.0% |
| All | +215.7% | +25.5% | +190.1% | +186.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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