+65.9%
LIN vs KDP
+19.7%
+46.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | -0.2% |
| 7D | +2.0% | +8.2% | -6.2% | -0.3% |
| 30D | +7.9% | +18.4% | -10.5% | +2.7% |
| 3M | +6.3% | +29.2% | -22.9% | -1.4% |
| 6M | +6.5% | +32.3% | -25.8% | -2.2% |
| YTD | +23.6% | +38.5% | -14.9% | +11.6% |
| 1Y | +25.7% | +48.5% | -22.8% | +10.8% |
| 3Y | +35.6% | +32.5% | +3.1% | +21.3% |
| 5Y | +65.9% | +19.7% | +46.2% | +55.7% |
| All | +65.9% | +19.7% | +46.2% | +55.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling