+54.2%
RGTI vs AON
+35.6%
+18.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +0.9% |
| 7D | +0.5% | -6.3% | +6.8% | +1.3% |
| 30D | -17.1% | -14.1% | -3.0% | -15.6% |
| 3M | -26.0% | -9.5% | -16.5% | -25.9% |
| 6M | -9.9% | -4.0% | -5.8% | -11.2% |
| YTD | -31.1% | -13.8% | -17.3% | -30.4% |
| 1Y | -8.5% | -18.3% | +9.8% | -6.3% |
| 3Y | +652.2% | -7.2% | +659.4% | +631.5% |
| 5Y | +56.8% | +7.3% | +49.4% | +39.3% |
| All | +54.2% | +35.6% | +18.6% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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