+57.0%
RGTI vs AMC
-99.5%
+156.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.9% | +0.3% | -2.8% |
| 7D | +2.5% | -6.8% | +9.3% | +3.9% |
| 30D | -13.7% | +1.7% | -15.3% | -14.1% |
| 3M | -22.6% | +26.8% | -49.4% | -28.9% |
| 6M | -13.4% | +117.7% | -131.1% | -30.0% |
| YTD | -31.2% | +57.7% | -88.9% | -40.8% |
| 1Y | -7.6% | -12.5% | +4.8% | -10.4% |
| 3Y | +669.7% | -65.7% | +735.4% | +725.4% |
| 5Y | +57.0% | -99.5% | +156.5% | +146.1% |
| All | +57.0% | -99.5% | +156.5% | +146.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling