-22.2%
RKT vs KMB
-14.7%
-7.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.4% |
| 7D | +2.1% | -3.0% | +5.1% | +3.5% |
| 30D | +1.4% | -5.5% | +6.9% | +4.0% |
| 3M | +6.3% | +14.0% | -7.7% | +1.0% |
| 6M | -15.5% | +4.1% | -19.5% | -16.7% |
| YTD | -27.4% | +8.0% | -35.4% | -29.6% |
| 1Y | -26.6% | -13.7% | -12.8% | -22.6% |
| 3Y | +41.2% | -5.9% | +47.2% | +40.3% |
| 5Y | -6.4% | -8.6% | +2.2% | -7.9% |
| All | -22.2% | -14.7% | -7.5% | -17.4% |
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