+646.8%
RGTI vs A
+28.1%
+618.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | +0.2% |
| 7D | -0.1% | -4.6% | +4.4% | +3.0% |
| 30D | -16.2% | -4.3% | -11.9% | -13.6% |
| 3M | -22.0% | +8.9% | -31.0% | -27.3% |
| 6M | -10.8% | +24.5% | -35.3% | -25.1% |
| YTD | -31.6% | +5.8% | -37.4% | -35.4% |
| 1Y | -6.4% | +16.2% | -22.6% | -18.4% |
| All | +646.8% | +28.1% | +618.7% | +486.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 3y: compounded portfolio wealth divided by compounded A 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…
3y analysis · Full analysis span regression · 6 months rolling