+417.3%
LIN vs KKR
+724.8%
-307.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.5% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +7.6% | +7.9% | -0.3% | +5.0% |
| 3M | +6.5% | -4.4% | +11.0% | +7.4% |
| 6M | +6.2% | -4.0% | +10.1% | +6.3% |
| YTD | +23.2% | -22.6% | +45.8% | +30.3% |
| 1Y | +25.4% | -18.6% | +44.0% | +30.0% |
| 3Y | +38.3% | +60.6% | -22.4% | +5.0% |
| 5Y | +64.4% | +28.4% | +36.0% | +30.1% |
| 10Y | +417.3% | +735.7% | -318.4% | +119.5% |
| All | +417.3% | +724.8% | -307.5% | +119.5% |
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 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