+130.4%
LIN vs RKT
-2.0%
+132.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.6% |
| 7D | +3.6% | +24.3% | -20.7% | +2.0% |
| 30D | +6.4% | +27.9% | -21.5% | +4.4% |
| 3M | +6.5% | +6.9% | -0.4% | +5.7% |
| 6M | +4.9% | +5.2% | -0.3% | +3.8% |
| YTD | +23.4% | -23.5% | +46.9% | +24.5% |
| 1Y | +26.3% | -9.1% | +35.4% | +25.6% |
| 3Y | +38.0% | +81.5% | -43.5% | +26.6% |
| 5Y | +68.0% | -2.0% | +70.0% | +56.0% |
| All | +130.4% | -2.0% | +132.4% | +111.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling