-43.1%
ACN vs RGTI
+55.6%
-98.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.2% |
| 7D | -7.9% | -0.1% | -7.7% | -7.9% |
| 30D | -1.1% | -16.2% | +15.1% | -0.7% |
| 3M | +5.6% | -22.0% | +27.6% | +6.0% |
| 6M | -9.9% | -10.8% | +0.8% | -10.5% |
| YTD | -32.3% | -31.6% | -0.8% | -32.3% |
| 1Y | -25.3% | -6.4% | -18.9% | -26.6% |
| 3Y | -42.3% | +665.7% | -707.9% | -52.0% |
| All | -43.1% | +55.6% | -98.7% | -51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling