+427.9%
LIN vs KKR
+664.1%
-236.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.1% | +0.1% |
| 7D | +0.2% | -1.1% | +1.4% | +0.5% |
| 30D | +6.2% | +11.5% | -5.3% | +2.7% |
| 3M | +9.3% | -12.4% | +21.7% | +13.1% |
| 6M | +4.4% | -1.9% | +6.3% | +3.8% |
| YTD | +23.7% | -23.3% | +47.1% | +31.2% |
| 1Y | +23.5% | -20.4% | +43.9% | +28.9% |
| 3Y | +35.8% | +56.1% | -20.3% | +4.0% |
| 5Y | +65.9% | +28.4% | +37.5% | +31.1% |
| All | +427.9% | +664.1% | -236.2% | +118.6% |
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