+652.2%
RGTI vs AEE
+46.3%
+606.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.7% |
| 7D | +0.5% | -0.8% | +1.2% | +0.5% |
| 30D | -17.1% | -2.9% | -14.2% | -17.1% |
| 3M | -26.0% | -2.4% | -23.6% | -26.3% |
| 6M | -9.9% | -2.7% | -7.2% | -10.2% |
| YTD | -31.1% | +7.3% | -38.3% | -32.0% |
| 1Y | -8.5% | +7.5% | -16.1% | -9.6% |
| 3Y | +652.2% | +46.2% | +606.0% | +575.6% |
| All | +652.2% | +46.3% | +606.0% | +575.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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