+36.7%
LIN vs RKT
+75.2%
-38.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +2.1% | -9.0% | +11.1% | +2.6% |
| 30D | +6.8% | +30.2% | -23.4% | +5.4% |
| 3M | +10.4% | -8.8% | +19.2% | +10.7% |
| 6M | +3.2% | -0.9% | +4.1% | +2.8% |
| YTD | +24.6% | -29.2% | +53.8% | +25.8% |
| 1Y | +24.4% | -20.1% | +44.5% | +24.7% |
| 3Y | +36.7% | +81.3% | -44.6% | +34.9% |
| All | +36.7% | +75.2% | -38.4% | +34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling