+10,545.1%
LIN vs KEY
+479.1%
+10,066.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.0% |
| 7D | -2.1% | +2.2% | -4.3% | -2.7% |
| 30D | -2.4% | -3.0% | +0.6% | -1.7% |
| 3M | -5.6% | +3.3% | -8.9% | -6.4% |
| 6M | -3.4% | +9.2% | -12.6% | -5.7% |
| YTD | +13.1% | +10.6% | +2.5% | +9.8% |
| 1Y | +2.5% | +20.4% | -17.9% | -2.8% |
| 3Y | +27.6% | +121.8% | -94.2% | +1.0% |
| 5Y | +63.0% | +41.1% | +21.9% | +38.9% |
| 10Y | +359.3% | +168.5% | +190.8% | +211.2% |
| All | +10,545.1% | +479.1% | +10,066.1% | +3,826.8% |
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 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