+306.4%
APP vs RGTI
+56.1%
+250.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.2% |
| 7D | +0.3% | -0.1% | +0.4% | +0.3% |
| 30D | -1.3% | -16.2% | +14.9% | +1.0% |
| 3M | -36.2% | -22.0% | -14.2% | -34.4% |
| 6M | -34.1% | -10.8% | -23.4% | -34.7% |
| YTD | -53.3% | -31.6% | -21.8% | -52.1% |
| 1Y | -44.5% | -6.4% | -38.2% | -47.0% |
| 3Y | +646.7% | +665.7% | -19.0% | +306.6% |
| 5Y | +306.4% | +55.6% | +250.8% | +194.4% |
| All | +306.4% | +56.1% | +250.3% | +194.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling