+54.2%
RGTI vs KMB
-13.7%
+68.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.1% | +0.7% |
| 7D | +0.5% | -6.5% | +6.9% | -0.8% |
| 30D | -17.1% | -8.8% | -8.3% | -18.5% |
| 3M | -26.0% | -2.2% | -23.8% | -26.2% |
| 6M | -9.9% | +0.7% | -10.5% | -9.6% |
| YTD | -31.1% | +1.0% | -32.1% | -30.7% |
| 1Y | -8.5% | -20.3% | +11.8% | -12.4% |
| 3Y | +652.2% | -13.3% | +665.5% | +636.7% |
| 5Y | +56.8% | -12.9% | +69.7% | +49.3% |
| All | +54.2% | -13.7% | +68.0% | +47.0% |
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