+68.0%
LIN vs KEY
+12.4%
+55.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.1% | -0.2% |
| 7D | +3.6% | -2.5% | +6.1% | +4.0% |
| 30D | +6.4% | +4.1% | +2.3% | +5.6% |
| 3M | +6.5% | -8.4% | +14.9% | +8.1% |
| 6M | +4.9% | -2.3% | +7.1% | +5.1% |
| YTD | +23.4% | +4.6% | +18.9% | +21.9% |
| 1Y | +26.3% | +24.6% | +1.8% | +20.6% |
| 3Y | +38.0% | +112.8% | -74.8% | +16.2% |
| 5Y | +68.0% | +12.9% | +55.1% | +70.7% |
| All | +68.0% | +12.4% | +55.6% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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