-16.6%
KMB vs RMD
-19.2%
+2.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -1.1% |
| 7D | -2.7% | -4.5% | +1.7% | -1.6% |
| 30D | -5.0% | +4.6% | -9.6% | -6.1% |
| 3M | +6.6% | +14.8% | -8.2% | +2.9% |
| 6M | +1.0% | -12.1% | +13.0% | +0.4% |
| YTD | +6.0% | -7.5% | +13.4% | +4.1% |
| 1Y | -16.6% | -20.1% | +3.4% | -14.9% |
| All | -16.6% | -19.2% | +2.6% | -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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling