+234.8%
RCL vs KMB
-8.4%
+243.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.2% |
| 7D | -5.1% | -3.0% | -2.0% | -4.5% |
| 30D | -19.0% | -5.5% | -13.5% | -18.2% |
| 3M | -9.6% | +14.0% | -23.6% | -11.6% |
| 6M | -6.7% | +4.1% | -10.8% | -7.5% |
| YTD | -3.9% | +8.0% | -12.0% | -5.3% |
| 1Y | -25.1% | -13.7% | -11.3% | -23.9% |
| 3Y | +179.1% | -5.9% | +185.1% | +172.8% |
| All | +234.8% | -8.4% | +243.1% | +208.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling