-8.5%
RGTI vs ALK
-34.8%
+26.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -0.8% |
| 7D | +0.5% | -2.1% | +2.6% | +1.6% |
| 30D | -17.1% | -13.1% | -4.0% | -10.2% |
| 3M | -26.0% | -11.8% | -14.2% | -21.2% |
| 6M | -9.9% | -0.4% | -9.5% | -13.3% |
| YTD | -31.1% | -18.2% | -12.9% | -24.0% |
| 1Y | -8.5% | -35.5% | +27.0% | +64.2% |
| All | -8.5% | -34.8% | +26.3% | +64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 1y: compounded portfolio wealth divided by compounded ALK 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…
1y analysis · Full analysis span regression · 6 months rolling