-73.6%
RGTI vs AU
+40.8%
-114.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | +0.7% | -12.9% | -12.5% |
| 7D | -18.3% | +4.1% | -22.4% | -20.1% |
| 30D | -35.1% | -5.3% | -29.7% | -33.3% |
| 3M | -41.3% | +0.6% | -41.9% | -41.9% |
| 6M | -46.1% | -0.8% | -45.3% | -46.6% |
| YTD | -55.5% | +7.6% | -63.1% | -57.3% |
| 1Y | -73.6% | +38.2% | -111.8% | -75.9% |
| All | -73.6% | +40.8% | -114.4% | -75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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