+55.6%
RGTI vs ALHC
-31.9%
+87.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.5% | -0.3% |
| 7D | -0.1% | -5.8% | +5.7% | +0.5% |
| 30D | -16.2% | -3.3% | -12.9% | -15.9% |
| 3M | -22.0% | -37.9% | +15.9% | -18.7% |
| 6M | -10.8% | -29.5% | +18.7% | -9.5% |
| YTD | -31.6% | -35.4% | +3.8% | -29.7% |
| 1Y | -6.4% | -22.4% | +16.1% | -6.6% |
| 3Y | +665.7% | +146.3% | +519.3% | +502.4% |
| 5Y | +55.6% | -32.0% | +87.6% | +39.7% |
| All | +55.6% | -31.9% | +87.5% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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