+360.5%
RCL vs KMB
+38.7%
+321.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.0% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | +19.4% | +10.2% | +9.2% | +16.9% |
| 3M | +9.8% | +1.5% | +8.3% | +9.3% |
| 6M | +28.6% | +16.6% | +12.0% | +24.2% |
| YTD | +22.2% | +12.1% | +10.1% | +18.8% |
| 1Y | +29.7% | +11.1% | +18.7% | +26.4% |
| 3Y | +265.3% | +1.9% | +263.4% | +254.6% |
| 5Y | +301.8% | -1.3% | +303.0% | +288.7% |
| 10Y | +360.5% | +37.8% | +322.7% | +328.9% |
| All | +360.5% | +38.7% | +321.8% | +328.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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