+28.4%
LIN vs KKR
+80.0%
-51.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.9% | -0.7% |
| 7D | -2.1% | -0.9% | -1.2% | -2.0% |
| 30D | -2.4% | +2.2% | -4.6% | -2.7% |
| 3M | -5.6% | +13.1% | -18.6% | -7.1% |
| 6M | -3.4% | +15.3% | -18.6% | -5.5% |
| YTD | +13.1% | -15.0% | +28.1% | +15.3% |
| 1Y | +2.5% | -21.0% | +23.5% | +5.3% |
| All | +28.4% | +80.0% | -51.6% | +12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling