+56.8%
RGTI vs ARWR
+29.9%
+26.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +0.5% | -4.0% | +4.5% | +2.0% |
| 30D | -17.1% | -5.0% | -12.1% | -15.5% |
| 3M | -26.0% | +11.3% | -37.3% | -29.6% |
| 6M | -9.9% | +42.6% | -52.5% | -22.0% |
| YTD | -31.1% | +24.8% | -55.9% | -37.9% |
| 1Y | -8.5% | +178.8% | -187.3% | -40.5% |
| 3Y | +652.2% | +183.3% | +468.9% | +332.8% |
| All | +56.8% | +29.9% | +26.8% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling