+57.0%
RGTI vs ACWI
+67.2%
-10.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -2.1% |
| 7D | +2.5% | 0.0% | +2.5% | +2.5% |
| 30D | -13.7% | -0.6% | -13.1% | -12.0% |
| 3M | -22.6% | +4.3% | -26.9% | -28.6% |
| 6M | -13.4% | +12.7% | -26.1% | -31.5% |
| YTD | -31.2% | +13.9% | -45.1% | -46.3% |
| 1Y | -7.6% | +20.5% | -28.2% | -35.9% |
| 3Y | +669.7% | +76.5% | +593.2% | +174.5% |
| 5Y | +57.0% | +67.5% | -10.5% | -41.4% |
| All | +57.0% | +67.2% | -10.2% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling