+48.4%
RSP vs RRC
+134.0%
-85.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | +2.4% | +6.4% | -4.0% | +1.5% |
| 30D | +4.3% | +23.9% | -19.6% | +0.8% |
| 3M | -0.3% | +30.2% | -30.5% | -4.5% |
| 6M | +9.8% | +26.3% | -16.4% | +5.5% |
| YTD | +16.8% | +48.1% | -31.2% | +8.9% |
| 1Y | +19.5% | +37.7% | -18.2% | +12.6% |
| 3Y | +65.1% | +60.3% | +4.9% | +49.6% |
| All | +48.4% | +134.0% | -85.5% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 5y: compounded portfolio wealth divided by compounded RRC 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…
5y analysis · Full analysis span regression · 6 months rolling