+619.5%
APP vs RGTI
+669.7%
-50.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.6% | +1.4% | -1.7% |
| 7D | -4.4% | +2.5% | -6.9% | -4.8% |
| 30D | -10.0% | -13.7% | +3.6% | -8.3% |
| 3M | -41.4% | -22.6% | -18.8% | -39.6% |
| 6M | -41.0% | -13.4% | -27.6% | -41.3% |
| YTD | -54.7% | -31.2% | -23.5% | -53.7% |
| 1Y | -45.3% | -7.6% | -37.7% | -47.6% |
| All | +619.5% | +669.7% | -50.2% | +279.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling