+900.7%
KMB vs RMD
+36,837.6%
-35,936.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.6% |
| 7D | -3.0% | -5.0% | +1.9% | -2.6% |
| 30D | -5.5% | +2.2% | -7.7% | -5.7% |
| 3M | +14.0% | +17.8% | -3.9% | +12.1% |
| 6M | +4.1% | -11.3% | +15.4% | +5.1% |
| YTD | +8.0% | -4.4% | +12.5% | +8.3% |
| 1Y | -13.7% | -15.7% | +2.0% | -12.6% |
| 3Y | -5.9% | +47.7% | -53.7% | -10.4% |
| 5Y | -8.6% | -19.2% | +10.6% | -8.6% |
| 10Y | +17.3% | +280.4% | -263.1% | +1.9% |
| All | +900.7% | +36,837.6% | -35,936.9% | +533.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling