+21.3%
RGEN vs COO
-7.7%
+28.9%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.9% | -5.9% | -2.3% |
| 7D | -3.5% | +8.4% | -11.9% | -6.6% |
| 30D | -6.0% | +13.5% | -19.4% | -10.8% |
| 3M | +19.0% | -13.8% | +32.7% | +29.5% |
| 6M | +50.7% | +4.7% | +46.0% | +44.1% |
| YTD | +8.8% | -21.4% | +30.2% | +26.3% |
| 1Y | +21.3% | -6.7% | +28.0% | +20.5% |
| All | +21.3% | -7.7% | +28.9% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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