-35.9%
APP vs RGTI
-0.2%
-35.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | +0.9% | -2.5% | +3.4% | +1.4% |
| 30D | -23.3% | -9.4% | -13.9% | -22.0% |
| 3M | -42.6% | -37.1% | -5.6% | -38.0% |
| 6M | -33.6% | -14.4% | -19.2% | -34.7% |
| YTD | -52.4% | -31.4% | -21.0% | -52.5% |
| 1Y | -35.9% | +0.5% | -36.4% | -25.4% |
| All | -35.9% | -0.2% | -35.7% | -25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling