+169.3%
RTX vs KMB
-8.4%
+177.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.4% |
| 7D | -5.2% | -3.0% | -2.1% | -4.6% |
| 30D | -9.4% | -5.5% | -3.9% | -8.4% |
| 3M | +12.3% | +14.0% | -1.7% | +9.2% |
| 6M | -3.1% | +4.1% | -7.2% | -4.2% |
| YTD | +10.7% | +8.0% | +2.6% | +8.5% |
| 1Y | +28.4% | -13.7% | +42.2% | +31.6% |
| 3Y | +147.1% | -5.9% | +153.0% | +145.0% |
| All | +169.3% | -8.4% | +177.7% | +165.5% |
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 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