+3.3%
LIN vs KKR
-6.4%
+9.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.7% | -1.0% |
| 7D | +0.2% | +2.2% | -2.0% | +0.1% |
| 30D | +6.5% | +7.6% | -1.1% | +6.2% |
| 3M | +5.5% | -6.5% | +11.9% | +6.0% |
| 6M | +3.3% | -3.9% | +7.2% | +2.0% |
| All | +3.3% | -6.4% | +9.7% | +2.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling