+232.7%
LITE vs RGTI
-69.7%
+302.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.1% | -9.0% | -8.3% |
| 7D | -31.4% | -9.6% | -21.8% | -28.4% |
| 30D | -42.6% | -26.0% | -16.6% | -35.3% |
| 3M | -26.2% | -35.8% | +9.5% | -13.0% |
| 6M | -35.8% | -36.7% | +0.9% | -24.9% |
| YTD | +70.0% | -49.4% | +119.4% | +105.5% |
| 1Y | +232.7% | -68.1% | +300.9% | +452.8% |
| All | +232.7% | -69.7% | +302.5% | +452.8% |
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