+416.2%
APP vs RGTI
+53.5%
+362.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | +0.9% | -2.5% | +3.4% | +1.2% |
| 30D | -23.3% | -9.4% | -13.9% | -22.4% |
| 3M | -42.6% | -37.1% | -5.6% | -39.2% |
| 6M | -33.6% | -14.4% | -19.2% | -33.8% |
| YTD | -52.4% | -31.4% | -21.0% | -51.2% |
| 1Y | -35.9% | +0.5% | -36.4% | -39.4% |
| 3Y | +642.2% | +726.1% | -83.9% | +298.7% |
| 5Y | +311.1% | +56.2% | +254.9% | +200.1% |
| All | +416.2% | +53.5% | +362.7% | +230.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling