-7.9%
RGTI vs ACWI
+58.7%
-66.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.3% | -6.6% | -6.2% |
| 7D | -18.1% | +2.4% | -20.6% | -23.0% |
| 30D | -17.6% | -1.7% | -16.0% | -12.9% |
| 3M | -48.3% | -3.9% | -44.4% | -41.4% |
| 6M | -47.8% | +0.8% | -48.6% | -45.7% |
| YTD | -56.6% | +11.0% | -67.6% | -63.3% |
| 1Y | -61.8% | +13.1% | -74.9% | -69.0% |
| 3Y | +807.5% | +73.9% | +733.7% | +232.8% |
| All | -7.9% | +58.7% | -66.6% | -62.3% |
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