+741.2%
LIN vs KKR
+1,510.1%
-768.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.7% | -0.6% |
| 7D | +0.2% | +2.2% | -2.0% | -0.5% |
| 30D | +6.5% | +7.6% | -1.1% | +4.1% |
| 3M | +5.5% | -6.5% | +11.9% | +6.9% |
| 6M | +3.3% | -3.9% | +7.2% | +3.4% |
| YTD | +22.0% | -23.9% | +45.9% | +29.2% |
| 1Y | +25.7% | -18.5% | +44.3% | +30.1% |
| 3Y | +36.2% | +65.8% | -29.5% | +6.0% |
| 5Y | +66.1% | +25.3% | +40.7% | +36.5% |
| 10Y | +431.0% | +720.2% | -289.2% | +135.8% |
| All | +741.2% | +1,510.1% | -768.8% | +191.9% |
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