+68.0%
LIN vs KMB
+1.5%
+66.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -1.1% |
| 7D | +3.6% | +0.4% | +3.2% | +3.4% |
| 30D | +6.4% | +14.1% | -7.8% | +2.4% |
| 3M | +6.5% | -0.5% | +7.0% | +6.4% |
| 6M | +4.9% | +16.6% | -11.7% | +0.1% |
| YTD | +23.4% | +13.7% | +9.7% | +18.3% |
| 1Y | +26.3% | +16.1% | +10.3% | +20.3% |
| 3Y | +38.0% | +4.7% | +33.3% | +32.5% |
| 5Y | +68.0% | +1.5% | +66.5% | +63.8% |
| All | +68.0% | +1.5% | +66.5% | +63.8% |
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 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