+412.1%
LIN vs KKR
+753.6%
-341.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | -0.5% |
| 7D | +2.0% | +5.1% | -3.1% | +0.5% |
| 30D | +7.9% | +10.9% | -3.0% | +4.5% |
| 3M | +6.3% | -2.9% | +9.2% | +6.6% |
| 6M | +6.5% | -1.2% | +7.7% | +5.8% |
| YTD | +23.6% | -20.4% | +44.0% | +29.6% |
| 1Y | +25.7% | -15.4% | +41.1% | +28.9% |
| 3Y | +35.6% | +61.9% | -26.3% | +2.9% |
| 5Y | +65.9% | +38.3% | +27.6% | +27.9% |
| 10Y | +412.1% | +720.6% | -308.5% | +118.0% |
| All | +412.1% | +753.6% | -341.5% | +118.0% |
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