+53.9%
RGTI vs ACI
-6.8%
+60.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.4% | -1.2% | -3.8% |
| 7D | +2.5% | -5.0% | +7.5% | +2.2% |
| 30D | -13.7% | -2.3% | -11.3% | -13.8% |
| 3M | -22.6% | -23.2% | +0.6% | -23.6% |
| 6M | -13.4% | -29.5% | +16.1% | -14.8% |
| YTD | -31.2% | -28.6% | -2.6% | -32.3% |
| 1Y | -7.6% | -34.0% | +26.4% | -9.2% |
| 3Y | +669.7% | -45.0% | +714.7% | +662.0% |
| 5Y | +57.0% | -44.0% | +101.0% | +53.4% |
| All | +53.9% | -6.8% | +60.8% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 all: compounded portfolio wealth divided by compounded ACI 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…
all analysis · Full analysis span regression · 6 months rolling