+32.7%
KO vs RGTI
-0.2%
+32.9%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -1.0% | -0.8% |
| 7D | -1.8% | -2.5% | +0.7% | -1.9% |
| 30D | +1.4% | -9.4% | +10.8% | +1.1% |
| 3M | +15.4% | -37.1% | +52.5% | +14.1% |
| 6M | +14.3% | -14.4% | +28.7% | +14.4% |
| YTD | +27.7% | -31.4% | +59.0% | +27.2% |
| 1Y | +32.7% | +0.5% | +32.2% | +31.5% |
| All | +32.7% | -0.2% | +32.9% | +31.5% |
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