+275.2%
RTX vs KMB
+15.9%
+259.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.5% |
| 7D | -3.1% | -2.7% | -0.4% | -2.4% |
| 30D | -10.6% | -5.0% | -5.5% | -9.4% |
| 3M | +11.6% | +6.6% | +5.1% | +9.4% |
| 6M | -4.5% | +1.0% | -5.5% | -5.2% |
| YTD | +9.6% | +6.0% | +3.6% | +7.2% |
| 1Y | +30.8% | -16.6% | +47.5% | +36.4% |
| 3Y | +152.8% | -8.6% | +161.5% | +153.3% |
| 5Y | +167.1% | -10.9% | +178.0% | +167.7% |
| 10Y | +275.2% | +16.8% | +258.3% | +256.8% |
| All | +275.2% | +15.9% | +259.3% | +256.8% |
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 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