+56.8%
RGTI vs ASX
+444.1%
-387.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.5% |
| 7D | +0.5% | +5.2% | -4.8% | -3.8% |
| 30D | -17.1% | +0.5% | -17.6% | -18.0% |
| 3M | -26.0% | +8.3% | -34.3% | -32.6% |
| 6M | -9.9% | +82.0% | -91.9% | -45.8% |
| YTD | -31.1% | +147.6% | -178.7% | -68.7% |
| 1Y | -8.5% | +258.8% | -267.3% | -69.6% |
| 3Y | +652.2% | +452.1% | +200.2% | +84.6% |
| All | +56.8% | +444.1% | -387.3% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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