+56.8%
RGTI vs APTV
-69.3%
+126.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.1% | +1.0% |
| 7D | +0.5% | -5.0% | +5.5% | +3.8% |
| 30D | -17.1% | -6.1% | -11.0% | -13.6% |
| 3M | -26.0% | -33.0% | +7.0% | -4.9% |
| 6M | -9.9% | -35.2% | +25.4% | +17.3% |
| YTD | -31.1% | -40.1% | +9.1% | -6.3% |
| 1Y | -8.5% | -45.6% | +37.1% | +32.7% |
| 3Y | +652.2% | -54.4% | +706.6% | +1,054.6% |
| All | +56.8% | -69.3% | +126.1% | +174.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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