+427.9%
LIN vs KMB
+36.1%
+391.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.8% | -0.3% |
| 7D | +0.2% | -3.0% | +3.2% | +1.2% |
| 30D | +6.2% | +9.1% | -2.9% | +2.9% |
| 3M | +9.3% | -0.4% | +9.8% | +9.2% |
| 6M | +4.4% | +13.0% | -8.6% | -0.4% |
| YTD | +23.7% | +10.3% | +13.4% | +18.5% |
| 1Y | +23.5% | +8.2% | +15.2% | +19.0% |
| 3Y | +35.8% | +0.4% | +35.4% | +32.0% |
| 5Y | +65.9% | -2.7% | +68.6% | +61.8% |
| All | +427.9% | +36.1% | +391.7% | +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