+61.9%
LIN vs KMB
-8.4%
+70.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.5% |
| 7D | -2.1% | -3.0% | +0.9% | -1.3% |
| 30D | -2.4% | -5.5% | +3.0% | -1.0% |
| 3M | -5.6% | +14.0% | -19.6% | -9.0% |
| 6M | -3.4% | +4.1% | -7.5% | -4.7% |
| YTD | +13.1% | +8.0% | +5.1% | +10.2% |
| 1Y | +2.5% | -13.7% | +16.2% | +6.6% |
| 3Y | +27.6% | -5.9% | +33.5% | +27.4% |
| All | +61.9% | -8.4% | +70.2% | +60.4% |
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