+14.7%
KMB vs RMD
+269.7%
-255.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -4.0% |
| 7D | -8.6% | -4.7% | -3.9% | -7.7% |
| 30D | -7.5% | +0.2% | -7.8% | -7.6% |
| 3M | -0.6% | +12.0% | -12.6% | -2.9% |
| 6M | -1.5% | -12.5% | +11.0% | +0.7% |
| YTD | +1.6% | -7.9% | +9.5% | +2.7% |
| 1Y | -20.8% | -20.4% | -0.4% | -17.8% |
| 3Y | -12.4% | +53.1% | -65.5% | -22.1% |
| 5Y | -12.9% | -22.1% | +9.2% | -11.4% |
| 10Y | +14.7% | +275.4% | -260.7% | -18.3% |
| All | +14.7% | +269.7% | -255.0% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RMD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling