+130.0%
LIN vs RKT
+0.4%
+129.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.9% |
| 7D | +0.1% | +10.3% | -10.2% | -0.6% |
| 30D | +7.6% | +32.3% | -24.8% | +5.4% |
| 3M | +6.5% | +10.7% | -4.2% | +5.5% |
| 6M | +6.2% | -3.2% | +9.4% | +5.8% |
| YTD | +23.2% | -21.5% | +44.8% | +24.1% |
| 1Y | +25.4% | -6.0% | +31.4% | +24.4% |
| 3Y | +38.3% | +104.2% | -65.9% | +25.7% |
| 5Y | +64.4% | +2.5% | +61.9% | +52.3% |
| All | +130.0% | +0.4% | +129.5% | +110.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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