+65.9%
LIN vs RKT
-2.0%
+67.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.9% | +5.2% | +0.7% |
| 7D | +2.0% | +4.6% | -2.6% | +1.5% |
| 30D | +7.9% | +25.9% | -18.0% | +5.4% |
| 3M | +6.3% | +5.0% | +1.3% | +5.5% |
| 6M | +6.5% | -7.9% | +14.4% | +6.5% |
| YTD | +23.6% | -25.4% | +48.9% | +25.4% |
| 1Y | +25.7% | -15.4% | +41.1% | +25.6% |
| 3Y | +35.6% | +83.3% | -47.7% | +16.2% |
| 5Y | +65.9% | -0.8% | +66.7% | +51.5% |
| All | +65.9% | -2.0% | +67.8% | +51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling