+267.0%
RTX vs KMB
+36.7%
+230.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.7% |
| 7D | -5.1% | +0.5% | -5.6% | -5.3% |
| 30D | +5.1% | +12.4% | -7.2% | +1.8% |
| 3M | -14.8% | +1.0% | -15.8% | -15.3% |
| 6M | +8.0% | +12.1% | -4.1% | +4.2% |
| YTD | +4.5% | +11.6% | -7.2% | +0.6% |
| 1Y | +9.8% | +13.1% | -3.3% | +5.3% |
| 3Y | +144.2% | +1.6% | +142.6% | +136.7% |
| 5Y | +131.4% | -0.3% | +131.8% | +124.0% |
| All | +267.0% | +36.7% | +230.3% | +234.7% |
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