+551.8%
LITE vs RGTI
-0.1%
+551.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.6% | +4.7% | +2.1% |
| 7D | +13.6% | +2.5% | +11.1% | +12.9% |
| 30D | +21.6% | -13.7% | +35.2% | +26.4% |
| 3M | +20.3% | -22.6% | +42.9% | +27.8% |
| 6M | +54.4% | -13.4% | +67.8% | +59.0% |
| YTD | +168.3% | -31.2% | +199.5% | +181.9% |
| 1Y | +551.8% | -7.6% | +559.4% | +751.3% |
| All | +551.8% | -0.1% | +551.9% | +751.3% |
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 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