+53.1%
RGTI vs AR
+329.5%
-276.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.7% | -0.6% |
| 7D | -0.1% | -1.3% | +1.2% | +0.2% |
| 30D | -16.2% | +3.5% | -19.7% | -17.0% |
| 3M | -22.0% | +9.9% | -31.9% | -24.3% |
| 6M | -10.8% | +4.5% | -15.3% | -13.2% |
| YTD | -31.6% | +13.7% | -45.2% | -35.4% |
| 1Y | -6.4% | +19.2% | -25.6% | -13.2% |
| 3Y | +665.7% | +46.2% | +619.5% | +560.1% |
| 5Y | +55.6% | +145.9% | -90.2% | +46.1% |
| All | +53.1% | +329.5% | -276.4% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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