+48.4%
RSP vs KMB
-0.7%
+49.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.3% |
| 7D | +2.4% | +0.9% | +1.4% | +2.1% |
| 30D | +4.3% | +10.1% | -5.8% | +1.9% |
| 3M | -0.3% | 0.0% | -0.4% | -0.5% |
| 6M | +9.8% | +15.7% | -5.9% | +5.8% |
| YTD | +16.8% | +12.6% | +4.2% | +13.0% |
| 1Y | +19.5% | +10.1% | +9.4% | +16.2% |
| 3Y | +65.1% | +2.1% | +63.0% | +59.6% |
| All | +48.4% | -0.7% | +49.1% | +41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling