-73.6%
RGTI vs AZO
-10.2%
-63.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | -0.5% | -11.6% | -12.1% |
| 7D | -18.3% | +5.5% | -23.8% | -18.4% |
| 30D | -35.1% | +14.2% | -49.2% | -35.6% |
| 3M | -41.3% | +7.9% | -49.2% | -41.6% |
| 6M | -46.1% | -6.6% | -39.5% | -44.5% |
| YTD | -55.5% | -2.4% | -53.1% | -52.4% |
| 1Y | -73.6% | -9.6% | -63.9% | -71.7% |
| All | -73.6% | -10.2% | -63.4% | -71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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