+1,097.7%
RGTI vs AS
+114.1%
+983.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.8% | +6.9% | +5.5% |
| 7D | +5.5% | -2.6% | +8.1% | +6.8% |
| 30D | -11.9% | -22.1% | +10.2% | +0.3% |
| 3M | -27.4% | -15.3% | -12.0% | -21.6% |
| 6M | -7.1% | -15.6% | +8.5% | +0.7% |
| YTD | -28.6% | -23.2% | -5.4% | -19.2% |
| 1Y | +4.4% | -21.7% | +26.1% | +15.4% |
| All | +1,097.7% | +114.1% | +983.6% | +868.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling