+56.8%
RGTI vs AMCR
-12.3%
+69.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.5% |
| 7D | +0.5% | -6.3% | +6.7% | +3.5% |
| 30D | -17.1% | -7.8% | -9.3% | -14.0% |
| 3M | -26.0% | +7.5% | -33.5% | -29.4% |
| 6M | -9.9% | +2.7% | -12.5% | -12.2% |
| YTD | -31.1% | +6.0% | -37.1% | -34.5% |
| 1Y | -8.5% | +7.8% | -16.3% | -14.9% |
| 3Y | +652.2% | +5.8% | +646.4% | +600.5% |
| All | +56.8% | -12.3% | +69.1% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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