+358.4%
LIN vs KKR
+721.8%
-363.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | -0.1% | -1.4% |
| 7D | -3.5% | -0.6% | -2.8% | -3.3% |
| 30D | -4.1% | +3.0% | -7.1% | -5.2% |
| 3M | -6.4% | +13.6% | -20.0% | -10.4% |
| 6M | -2.4% | +16.2% | -18.6% | -7.9% |
| YTD | +10.9% | -16.6% | +27.5% | +15.1% |
| 1Y | 0.0% | -23.2% | +23.2% | +5.9% |
| 3Y | +25.8% | +71.7% | -45.9% | -6.2% |
| 5Y | +60.8% | +74.8% | -14.0% | +13.6% |
| 10Y | +358.4% | +711.6% | -353.2% | +90.2% |
| All | +358.4% | +721.8% | -363.4% | +90.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling