+559.1%
LIN vs KMI
+107.5%
+451.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.8% |
| 7D | -2.1% | -0.5% | -1.6% | -2.0% |
| 30D | -2.4% | +0.9% | -3.3% | -2.8% |
| 3M | -5.6% | 0.0% | -5.6% | -5.8% |
| 6M | -3.4% | -5.7% | +2.3% | -2.1% |
| YTD | +13.1% | +17.5% | -4.4% | +7.2% |
| 1Y | +2.5% | +22.3% | -19.8% | -4.3% |
| 3Y | +27.6% | +111.9% | -84.3% | -0.7% |
| 5Y | +63.0% | +151.8% | -88.8% | +19.4% |
| 10Y | +359.3% | +138.7% | +220.6% | +226.3% |
| All | +559.1% | +107.5% | +451.6% | +339.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 all: compounded portfolio wealth divided by compounded KMI 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…
all analysis · Full analysis span regression · 6 months rolling