+679.7%
LIN vs KKR
+1,697.8%
-1,018.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.9% | -0.4% |
| 7D | -2.1% | -0.9% | -1.2% | -1.9% |
| 30D | -2.4% | +2.2% | -4.6% | -3.3% |
| 3M | -5.6% | +13.1% | -18.6% | -9.3% |
| 6M | -3.4% | +15.3% | -18.6% | -8.4% |
| YTD | +13.1% | -15.0% | +28.1% | +16.4% |
| 1Y | +2.5% | -21.0% | +23.5% | +7.2% |
| 3Y | +27.6% | +76.7% | -49.1% | -2.2% |
| 5Y | +63.0% | +74.3% | -11.3% | +20.9% |
| 10Y | +359.3% | +753.7% | -394.4% | +101.9% |
| All | +679.7% | +1,697.8% | -1,018.1% | +162.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling