+3.3%
LIN vs KR
+2.8%
+0.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.3% | -0.8% |
| 7D | +0.2% | +1.4% | -1.2% | 0.0% |
| 30D | +6.5% | +14.3% | -7.8% | +5.0% |
| 3M | +5.5% | +18.9% | -13.4% | +3.3% |
| 6M | +3.3% | +3.8% | -0.5% | +1.9% |
| All | +3.3% | +2.8% | +0.5% | +1.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling