+11,596.6%
LIN vs KEY
+462.6%
+11,133.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +2.2% |
| 7D | +3.3% | +1.7% | +1.6% | +2.8% |
| 30D | +8.8% | +6.8% | +2.0% | +7.0% |
| 3M | +8.6% | -5.8% | +14.4% | +10.1% |
| 6M | +7.0% | +1.4% | +5.6% | +6.3% |
| YTD | +24.3% | +7.5% | +16.8% | +21.3% |
| 1Y | +27.3% | +29.6% | -2.4% | +18.6% |
| 3Y | +38.9% | +118.8% | -79.8% | +10.6% |
| 5Y | +69.4% | +16.8% | +52.5% | +51.3% |
| 10Y | +440.7% | +133.0% | +307.7% | +279.2% |
| All | +11,596.6% | +462.6% | +11,133.9% | +4,240.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling