+25.7%
LIN vs KDP
+42.4%
-16.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | +0.2% | +2.2% | -2.0% | -0.3% |
| 30D | +6.5% | +19.9% | -13.5% | +3.2% |
| 3M | +5.5% | +21.5% | -16.0% | +2.0% |
| 6M | +3.3% | +30.1% | -26.8% | -0.8% |
| YTD | +22.0% | +34.9% | -12.9% | +16.8% |
| 1Y | +25.7% | +43.4% | -17.6% | +18.3% |
| All | +25.7% | +42.4% | -16.7% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 1y: compounded portfolio wealth divided by compounded KDP 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…
1y analysis · Full analysis span regression · 6 months rolling