+111.1%
LIN vs RKT
-7.0%
+118.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.2% | -0.9% |
| 7D | -2.1% | +2.1% | -4.2% | -2.3% |
| 30D | -2.4% | +1.4% | -3.9% | -2.6% |
| 3M | -5.6% | +6.3% | -11.9% | -6.3% |
| 6M | -3.4% | -15.5% | +12.1% | -2.8% |
| YTD | +13.1% | -27.4% | +40.5% | +14.7% |
| 1Y | +2.5% | -26.6% | +29.0% | +3.6% |
| 3Y | +27.6% | +41.2% | -13.6% | +19.5% |
| 5Y | +63.0% | -6.4% | +69.5% | +52.1% |
| All | +111.1% | -7.0% | +118.1% | +94.6% |
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 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