-7.6%
RGTI vs AS
-24.2%
+16.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.2% | -0.4% | -2.2% |
| 7D | +2.5% | -2.8% | +5.3% | +3.6% |
| 30D | -13.7% | -23.2% | +9.6% | -3.4% |
| 3M | -22.6% | -20.1% | -2.5% | -15.3% |
| 6M | -13.4% | -18.5% | +5.1% | -6.7% |
| YTD | -31.2% | -25.6% | -5.5% | -24.6% |
| 1Y | -7.6% | -24.4% | +16.7% | -4.7% |
| All | -7.6% | -24.2% | +16.6% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling