+431.5%
LIN vs KR
+159.1%
+272.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.5% |
| 7D | +2.1% | +4.6% | -2.5% | +1.6% |
| 30D | +6.8% | +12.2% | -5.4% | +5.4% |
| 3M | +10.4% | +24.6% | -14.2% | +7.7% |
| 6M | +3.2% | +8.2% | -5.0% | +2.0% |
| YTD | +24.6% | +15.3% | +9.3% | +22.2% |
| 1Y | +24.4% | +9.8% | +14.6% | +22.6% |
| 3Y | +36.7% | +71.4% | -34.6% | +27.8% |
| 5Y | +67.0% | +85.1% | -18.0% | +54.0% |
| All | +431.5% | +159.1% | +272.3% | +367.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 10y: compounded portfolio wealth divided by compounded KR 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…
10y analysis · Full analysis span regression · 6 months rolling