+213.7%
AMAT vs RGTI
+12.2%
+201.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -8.6% | +14.6% | +6.9% |
| 7D | +7.0% | -0.9% | +7.8% | +7.0% |
| 30D | -20.6% | -16.2% | -4.4% | -19.3% |
| 3M | -24.8% | -38.6% | +13.8% | -21.5% |
| 6M | -10.7% | -45.8% | +35.1% | -6.5% |
| YTD | +54.3% | -49.8% | +104.1% | +61.3% |
| 1Y | +73.7% | -64.6% | +138.3% | +85.7% |
| 3Y | +168.4% | +1,045.4% | -876.9% | +88.0% |
| 5Y | +167.6% | +6.7% | +160.8% | +136.2% |
| All | +213.7% | +12.2% | +201.4% | +167.5% |
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 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