+48.4%
RSP vs KMB
-3.2%
+51.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.7% | -0.5% |
| 7D | +1.8% | -3.0% | +4.7% | +2.5% |
| 30D | +3.5% | +9.1% | -5.6% | +1.3% |
| 3M | +0.2% | -0.4% | +0.6% | +0.1% |
| 6M | +9.1% | +13.0% | -3.8% | +5.7% |
| YTD | +16.6% | +10.3% | +6.3% | +13.3% |
| 1Y | +17.9% | +8.2% | +9.7% | +15.1% |
| 3Y | +64.6% | +0.4% | +64.2% | +59.7% |
| 5Y | +48.4% | -2.7% | +51.1% | +41.8% |
| All | +48.4% | -3.2% | +51.6% | +41.8% |
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