-12.8%
KMB vs RMD
+51.0%
-63.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -4.0% |
| 7D | -8.6% | -4.7% | -3.9% | -8.0% |
| 30D | -7.5% | +0.2% | -7.8% | -7.6% |
| 3M | -0.6% | +12.0% | -12.6% | -2.2% |
| 6M | -1.5% | -12.5% | +11.0% | -0.6% |
| YTD | +1.6% | -7.9% | +9.5% | +1.9% |
| 1Y | -20.8% | -20.4% | -0.4% | -19.4% |
| All | -12.8% | +51.0% | -63.8% | -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 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