+5.4%
KMB vs RMD
+64.1%
-58.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.2% |
| 7D | +3.4% | +1.2% | +2.2% | +3.2% |
| 30D | +14.7% | +2.5% | +12.2% | +14.3% |
| 3M | +3.3% | +11.5% | -8.3% | +1.7% |
| 6M | +16.8% | +14.7% | +2.1% | +14.3% |
| YTD | +15.2% | -1.3% | +16.6% | +14.3% |
| 1Y | +13.3% | -5.3% | +18.6% | +12.9% |
| 3Y | +5.4% | +68.8% | -63.3% | -0.5% |
| All | +5.4% | +64.1% | -58.6% | -0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling