+23.5%
LIN vs KKR
-19.5%
+43.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.1% | -0.7% |
| 7D | +0.2% | -1.1% | +1.4% | +0.3% |
| 30D | +6.2% | +11.5% | -5.3% | +6.1% |
| 3M | +9.3% | -12.4% | +21.7% | +9.5% |
| 6M | +4.4% | -1.9% | +6.3% | +4.3% |
| YTD | +23.7% | -23.3% | +47.1% | +26.0% |
| 1Y | +23.5% | -20.4% | +43.9% | +21.9% |
| All | +23.5% | -19.5% | +43.0% | +21.9% |
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