+211.0%
RSP vs KMB
+39.0%
+172.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.4% |
| 7D | +2.4% | +0.9% | +1.4% | +2.1% |
| 30D | +4.3% | +10.1% | -5.8% | +1.1% |
| 3M | -0.3% | 0.0% | -0.4% | -0.6% |
| 6M | +9.8% | +15.7% | -5.9% | +4.3% |
| YTD | +16.8% | +12.6% | +4.2% | +11.5% |
| 1Y | +19.5% | +10.1% | +9.4% | +14.9% |
| 3Y | +65.1% | +2.1% | +63.0% | +59.2% |
| 5Y | +48.7% | -0.7% | +49.4% | +43.4% |
| All | +211.0% | +39.0% | +172.0% | +171.9% |
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