+54.2%
RGTI vs ARWR
+19.0%
+35.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +0.5% | -4.0% | +4.5% | +1.9% |
| 30D | -17.1% | -5.0% | -12.1% | -15.6% |
| 3M | -26.0% | +11.3% | -37.3% | -29.3% |
| 6M | -9.9% | +42.6% | -52.5% | -21.3% |
| YTD | -31.1% | +24.8% | -55.9% | -37.5% |
| 1Y | -8.5% | +178.8% | -187.3% | -38.7% |
| 3Y | +652.2% | +183.3% | +468.9% | +350.7% |
| 5Y | +56.8% | +29.5% | +27.3% | +0.9% |
| All | +54.2% | +19.0% | +35.2% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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