+716.0%
LIN vs KDP
+1,300.8%
-584.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.9% | -3.3% | +0.5% |
| 7D | +3.3% | +5.3% | -2.1% | +1.3% |
| 30D | +8.8% | +19.1% | -10.3% | +2.2% |
| 3M | +8.6% | +19.2% | -10.5% | +1.8% |
| 6M | +7.0% | +29.3% | -22.3% | -2.8% |
| YTD | +24.3% | +35.5% | -11.3% | +10.5% |
| 1Y | +27.3% | +43.5% | -16.2% | +10.7% |
| 3Y | +38.9% | +29.0% | +9.9% | +23.4% |
| 5Y | +69.4% | +16.2% | +53.2% | +55.5% |
| 10Y | +440.7% | +235.5% | +205.2% | +217.0% |
| All | +716.0% | +1,300.8% | -584.9% | +123.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling