+652.2%
RGTI vs AEM
+339.2%
+313.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.1% | -0.2% |
| 7D | +0.5% | -2.1% | +2.6% | +1.5% |
| 30D | -17.1% | +8.4% | -25.5% | -21.0% |
| 3M | -26.0% | +27.3% | -53.3% | -35.6% |
| 6M | -9.9% | -9.7% | -0.2% | -6.9% |
| YTD | -31.1% | +19.0% | -50.0% | -36.5% |
| 1Y | -8.5% | +31.5% | -40.0% | -18.9% |
| 3Y | +652.2% | +338.7% | +313.5% | +284.5% |
| All | +652.2% | +339.2% | +313.1% | +284.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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