+417.5%
LIN vs KMB
+36.7%
+380.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.5% |
| 7D | +0.2% | +0.5% | -0.3% | 0.0% |
| 30D | +6.5% | +12.4% | -5.9% | +2.2% |
| 3M | +5.5% | +1.0% | +4.5% | +4.9% |
| 6M | +3.3% | +12.1% | -8.8% | -1.1% |
| YTD | +22.0% | +11.6% | +10.4% | +16.5% |
| 1Y | +25.7% | +13.1% | +12.6% | +19.4% |
| 3Y | +36.2% | +1.6% | +34.7% | +31.9% |
| 5Y | +66.1% | -0.3% | +66.4% | +60.6% |
| All | +417.5% | +36.7% | +380.8% | +370.6% |
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