+61.9%
LIN vs KEY
+40.7%
+21.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.0% |
| 7D | -2.1% | +2.2% | -4.3% | -2.5% |
| 30D | -2.4% | -3.0% | +0.6% | -1.9% |
| 3M | -5.6% | +3.3% | -8.9% | -6.2% |
| 6M | -3.4% | +9.2% | -12.6% | -5.1% |
| YTD | +13.1% | +10.6% | +2.5% | +10.6% |
| 1Y | +2.5% | +20.4% | -17.9% | -1.6% |
| 3Y | +27.6% | +121.8% | -94.2% | +6.3% |
| All | +61.9% | +40.7% | +21.2% | +48.8% |
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