+274.2%
RCL vs KMB
+2.8%
+271.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.8% | +3.2% | +1.6% |
| 7D | +6.5% | +0.5% | +6.1% | +6.4% |
| 30D | +15.9% | +12.4% | +3.5% | +14.1% |
| 3M | +2.7% | +1.0% | +1.7% | +2.5% |
| 6M | +15.2% | +12.1% | +3.1% | +14.0% |
| YTD | +19.2% | +11.6% | +7.6% | +17.8% |
| 1Y | +31.6% | +13.1% | +18.5% | +30.0% |
| 3Y | +274.2% | +1.6% | +272.6% | +257.7% |
| All | +274.2% | +2.8% | +271.4% | +257.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling