+359.5%
LIN vs BKR
+126.6%
+232.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.7% | +5.6% | +0.4% |
| 7D | -4.3% | -6.7% | +2.4% | -2.8% |
| 30D | -5.6% | -8.3% | +2.8% | -3.8% |
| 3M | -9.0% | -5.4% | -3.6% | -8.2% |
| 6M | -2.5% | +0.8% | -3.3% | -3.6% |
| YTD | +9.3% | +31.8% | -22.5% | +1.3% |
| 1Y | -1.0% | +28.6% | -29.6% | -8.1% |
| 3Y | +24.0% | +71.2% | -47.2% | +5.4% |
| 5Y | +59.1% | +179.2% | -120.1% | +15.2% |
| All | +359.5% | +126.6% | +232.9% | +189.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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