+53.1%
RGTI vs AMC
-97.6%
+150.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.5% | +0.1% |
| 7D | -0.1% | -7.1% | +7.0% | +0.9% |
| 30D | -16.2% | -1.7% | -14.5% | -16.1% |
| 3M | -22.0% | +13.5% | -35.5% | -25.4% |
| 6M | -10.8% | +112.6% | -123.4% | -23.1% |
| YTD | -31.6% | +51.3% | -82.8% | -38.1% |
| 1Y | -6.4% | -14.5% | +8.1% | -8.0% |
| 3Y | +665.7% | -67.1% | +732.8% | +708.5% |
| 5Y | +55.6% | -99.5% | +155.2% | +99.0% |
| All | +53.1% | -97.6% | +150.8% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling