+25.8%
LIN vs KWEB
+2.7%
+23.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | -1.7% |
| 7D | -3.5% | -1.3% | -2.2% | -3.4% |
| 30D | -4.1% | -11.5% | +7.4% | -3.2% |
| 3M | -6.4% | -2.9% | -3.5% | -6.2% |
| 6M | -2.4% | -14.6% | +12.2% | -1.3% |
| YTD | +10.9% | -25.5% | +36.5% | +13.6% |
| 1Y | 0.0% | -31.1% | +31.1% | +3.1% |
| 3Y | +25.8% | +3.0% | +22.9% | +22.8% |
| All | +25.8% | +2.7% | +23.1% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 3y: compounded portfolio wealth divided by compounded KWEB 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…
3y analysis · Full analysis span regression · 6 months rolling