+807.5%
RGTI vs ALK
+13.2%
+794.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.5% | -5.4% | -5.9% |
| 7D | -18.1% | -1.2% | -16.9% | -17.1% |
| 30D | -17.6% | +7.7% | -25.3% | -22.0% |
| 3M | -48.3% | -19.0% | -29.3% | -40.7% |
| 6M | -47.8% | -0.2% | -47.6% | -49.5% |
| YTD | -56.6% | -23.5% | -33.1% | -50.2% |
| 1Y | -61.8% | -9.1% | -52.7% | -61.5% |
| 3Y | +807.5% | +12.0% | +795.5% | +734.1% |
| All | +807.5% | +13.2% | +794.4% | +734.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling