+59.7%
RGTI vs KMB
-9.5%
+69.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.9% | +5.9% | +3.6% |
| 7D | +5.5% | -2.7% | +8.2% | +4.9% |
| 30D | -11.9% | -5.0% | -6.8% | -12.7% |
| 3M | -27.4% | +6.6% | -33.9% | -26.4% |
| 6M | -7.1% | +1.0% | -8.0% | -6.8% |
| YTD | -28.6% | +6.0% | -34.6% | -27.6% |
| 1Y | +4.4% | -16.6% | +21.0% | +0.7% |
| 3Y | +698.5% | -8.6% | +707.1% | +690.3% |
| 5Y | +64.2% | -10.9% | +75.0% | +57.6% |
| All | +59.7% | -9.5% | +69.2% | +53.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling