+215.7%
RSP vs KMB
+38.7%
+176.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.3% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | +4.4% | +10.2% | -5.8% | +1.2% |
| 3M | +1.3% | +1.5% | -0.2% | +0.6% |
| 6M | +10.0% | +16.6% | -6.7% | +4.2% |
| YTD | +17.6% | +12.1% | +5.6% | +12.5% |
| 1Y | +19.2% | +11.1% | +8.2% | +14.3% |
| 3Y | +66.0% | +1.9% | +64.1% | +60.1% |
| 5Y | +50.4% | -1.3% | +51.7% | +45.3% |
| 10Y | +215.7% | +37.8% | +177.9% | +176.5% |
| All | +215.7% | +38.7% | +176.9% | +176.5% |
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 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