-49.5%
ORCL vs RGTI
-69.7%
+20.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.1% | -2.3% |
| 7D | -14.4% | -9.6% | -4.8% | -11.8% |
| 30D | -12.8% | -26.0% | +13.2% | -5.5% |
| 3M | -14.8% | -35.8% | +21.0% | -4.7% |
| 6M | -30.9% | -36.7% | +5.8% | -25.0% |
| YTD | -35.7% | -49.4% | +13.7% | -29.2% |
| 1Y | -49.5% | -68.1% | +18.7% | -39.4% |
| All | -49.5% | -69.7% | +20.3% | -39.4% |
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 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