+39.4%
RKT vs LNT
+48.2%
-8.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.0% |
| 7D | -1.0% | +0.2% | -1.1% | -1.1% |
| 30D | -2.4% | -0.5% | -1.9% | -2.1% |
| 3M | +1.9% | -5.5% | +7.4% | +5.6% |
| 6M | -13.9% | -3.8% | -10.1% | -12.0% |
| YTD | -30.6% | +6.8% | -37.5% | -34.7% |
| 1Y | -34.4% | +9.3% | -43.7% | -39.5% |
| All | +39.4% | +48.2% | -8.8% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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