+59.7%
LIN vs BKR
+214.0%
-154.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | +0.1% | -0.3% |
| 7D | -4.0% | -1.5% | -2.4% | -3.7% |
| 30D | -4.9% | -0.7% | -4.3% | -4.8% |
| 3M | -9.2% | +0.5% | -9.7% | -9.4% |
| 6M | -2.6% | +6.6% | -9.2% | -4.1% |
| YTD | +10.5% | +41.3% | -30.7% | +3.4% |
| 1Y | -0.1% | +42.2% | -42.3% | -6.9% |
| 3Y | +25.4% | +83.4% | -58.1% | +10.0% |
| 5Y | +59.7% | +203.6% | -143.9% | +22.9% |
| All | +59.7% | +214.0% | -154.4% | +22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling