+558.8%
APP vs RGTI
-2.8%
+561.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -6.9% | +10.8% | +4.9% |
| 7D | +4.6% | -18.1% | +22.7% | +7.5% |
| 30D | +56.0% | -17.6% | +73.7% | +59.4% |
| 3M | +30.8% | -48.3% | +79.2% | +42.6% |
| 6M | -9.8% | -47.8% | +38.0% | -3.6% |
| YTD | -39.3% | -56.6% | +17.3% | -34.0% |
| 1Y | -26.4% | -61.8% | +35.4% | -19.1% |
| 3Y | +887.9% | +807.5% | +80.4% | +427.7% |
| 5Y | +264.1% | -8.8% | +272.9% | +220.0% |
| All | +558.8% | -2.8% | +561.6% | +346.9% |
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