-41.6%
ORCL vs RGTI
-64.4%
+22.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.9% | +5.5% | +0.4% |
| 7D | +8.0% | -18.1% | +26.1% | +13.1% |
| 30D | -4.0% | -17.6% | +13.7% | 0.0% |
| 3M | -19.5% | -48.3% | +28.9% | -5.8% |
| 6M | -33.5% | -47.8% | +14.3% | -24.5% |
| YTD | -34.8% | -56.6% | +21.7% | -26.6% |
| 1Y | -41.6% | -61.8% | +20.2% | -33.3% |
| All | -41.6% | -64.4% | +22.7% | -33.3% |
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