+53.5%
RGTI vs AMC
-97.3%
+150.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | -0.5% |
| 7D | -2.5% | +2.3% | -4.8% | -2.9% |
| 30D | -9.4% | -0.7% | -8.7% | -9.5% |
| 3M | -37.1% | +35.2% | -72.3% | -41.4% |
| 6M | -14.4% | +124.6% | -139.0% | -26.9% |
| YTD | -31.4% | +69.9% | -101.2% | -39.0% |
| 1Y | +0.5% | -2.6% | +3.1% | -3.2% |
| 3Y | +726.1% | -79.8% | +805.9% | +797.6% |
| 5Y | +56.2% | -99.4% | +155.6% | +96.4% |
| All | +53.5% | -97.3% | +150.9% | +93.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling