+611.1%
LIN vs KMI
+99.7%
+511.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.4% | -0.9% |
| 7D | +0.2% | -10.8% | +11.0% | +3.5% |
| 30D | +6.5% | -5.0% | +11.5% | +7.9% |
| 3M | +5.5% | -3.4% | +8.8% | +6.2% |
| 6M | +3.3% | -3.4% | +6.7% | +3.8% |
| YTD | +22.0% | +13.1% | +8.9% | +16.6% |
| 1Y | +25.7% | +19.0% | +6.7% | +18.2% |
| 3Y | +36.2% | +106.1% | -69.9% | +6.7% |
| 5Y | +66.1% | +130.1% | -64.0% | +24.8% |
| 10Y | +431.0% | +151.9% | +279.0% | +272.7% |
| All | +611.1% | +99.7% | +511.3% | +378.1% |
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