+11,385.0%
LIN vs KR
+4,989.5%
+6,395.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.3% | -0.7% |
| 7D | +0.2% | +1.4% | -1.2% | -0.1% |
| 30D | +6.5% | +14.3% | -7.8% | +3.8% |
| 3M | +5.5% | +18.9% | -13.4% | +1.9% |
| 6M | +3.3% | +3.8% | -0.5% | +2.2% |
| YTD | +22.0% | +10.2% | +11.8% | +18.9% |
| 1Y | +25.7% | +9.2% | +16.6% | +22.7% |
| 3Y | +36.2% | +60.3% | -24.1% | +22.2% |
| 5Y | +66.1% | +78.3% | -12.2% | +43.8% |
| 10Y | +431.0% | +169.9% | +261.1% | +302.6% |
| All | +11,385.0% | +4,989.5% | +6,395.6% | +5,388.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling