+19.6%
KMB vs RMD
+271.6%
-251.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -1.3% |
| 7D | -2.7% | -4.5% | +1.7% | -1.8% |
| 30D | -5.0% | +4.6% | -9.6% | -5.9% |
| 3M | +6.6% | +14.8% | -8.2% | +3.6% |
| 6M | +1.0% | -12.1% | +13.0% | +3.1% |
| YTD | +6.0% | -7.5% | +13.4% | +7.0% |
| 1Y | -16.6% | -20.1% | +3.4% | -13.5% |
| 3Y | -8.6% | +53.9% | -62.5% | -18.9% |
| 5Y | -10.9% | -22.2% | +11.4% | -9.3% |
| All | +19.6% | +271.6% | -251.9% | -14.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling