+652.2%
RGTI vs AVTR
-27.0%
+679.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | +0.5% | -1.1% | +1.5% | +0.9% |
| 30D | -17.1% | +6.3% | -23.4% | -19.1% |
| 3M | -26.0% | +53.3% | -79.3% | -39.8% |
| 6M | -9.9% | +78.6% | -88.5% | -31.5% |
| YTD | -31.1% | +29.2% | -60.3% | -40.3% |
| 1Y | -8.5% | +13.8% | -22.3% | -21.7% |
| 3Y | +652.2% | -27.4% | +679.7% | +682.1% |
| All | +652.2% | -27.0% | +679.2% | +682.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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