+207.1%
RSP vs KMB
+17.2%
+189.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | 0.0% |
| 7D | -0.8% | -3.0% | +2.3% | +0.2% |
| 30D | -0.3% | -5.5% | +5.1% | +1.4% |
| 3M | +4.3% | +14.0% | -9.7% | -0.3% |
| 6M | +8.8% | +4.1% | +4.7% | +7.0% |
| YTD | +15.3% | +8.0% | +7.2% | +11.7% |
| 1Y | +18.3% | -13.7% | +32.0% | +22.8% |
| 3Y | +52.8% | -5.9% | +58.7% | +51.7% |
| 5Y | +51.7% | -8.6% | +60.3% | +50.8% |
| All | +207.1% | +17.2% | +189.9% | +187.4% |
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 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