+1,142.0%
RSP vs MKC
+513.2%
+628.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.3% | -0.4% |
| 7D | +1.8% | -7.3% | +9.1% | +5.0% |
| 30D | +3.5% | +4.0% | -0.5% | +1.5% |
| 3M | +0.2% | -11.5% | +11.7% | +4.9% |
| 6M | +9.1% | +1.1% | +8.1% | +7.2% |
| YTD | +16.6% | -29.9% | +46.5% | +32.7% |
| 1Y | +17.9% | -27.0% | +44.9% | +31.6% |
| 3Y | +64.6% | -22.3% | +86.9% | +73.8% |
| 5Y | +48.4% | -36.0% | +84.4% | +66.9% |
| 10Y | +212.9% | +24.2% | +188.8% | +129.8% |
| All | +1,142.0% | +513.2% | +628.8% | +266.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling