+260.4%
AMAT vs RGTI
+53.1%
+207.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.6% | -3.1% |
| 7D | +4.2% | -0.1% | +4.3% | +4.2% |
| 30D | -13.5% | -16.2% | +2.7% | -12.2% |
| 3M | -8.6% | -22.0% | +13.5% | -6.6% |
| 6M | +31.6% | -10.8% | +42.3% | +31.6% |
| YTD | +77.3% | -31.6% | +108.9% | +80.4% |
| 1Y | +179.4% | -6.4% | +185.7% | +173.6% |
| 3Y | +215.0% | +665.7% | -450.6% | +125.7% |
| 5Y | +245.8% | +55.6% | +190.1% | +192.6% |
| All | +260.4% | +53.1% | +207.3% | +199.1% |
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