-31.0%
ACN vs RGTI
+54.2%
-85.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.7% | +2.6% | +3.3% |
| 7D | -1.5% | +0.5% | -2.0% | -1.5% |
| 30D | +2.1% | -17.1% | +19.2% | +2.5% |
| 3M | +11.1% | -26.0% | +37.1% | +11.7% |
| 6M | -6.8% | -9.9% | +3.0% | -7.4% |
| YTD | -30.0% | -31.1% | +1.0% | -30.0% |
| 1Y | -23.1% | -8.5% | -14.6% | -24.4% |
| 3Y | -40.4% | +652.2% | -692.6% | -50.3% |
| 5Y | -41.6% | +56.8% | -98.3% | -49.7% |
| All | -31.0% | +54.2% | -85.2% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 10y: compounded portfolio wealth divided by compounded RGTI 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…
10y analysis · Full analysis span regression · 6 months rolling