+27.3%
LIN vs KKR
-12.5%
+39.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.6% | -3.0% | +2.5% |
| 7D | +3.3% | +8.9% | -5.7% | +3.1% |
| 30D | +8.8% | +12.7% | -3.9% | +8.6% |
| 3M | +8.6% | -6.2% | +14.8% | +8.7% |
| 6M | +7.0% | -1.5% | +8.6% | +6.8% |
| YTD | +24.3% | -20.1% | +44.3% | +26.7% |
| 1Y | +27.3% | -13.7% | +41.0% | +24.5% |
| All | +27.3% | -12.5% | +39.7% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 1y: compounded portfolio wealth divided by compounded KKR 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…
1y analysis · Full analysis span regression · 6 months rolling