+55.6%
RGTI vs CASY
+230.5%
-174.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -0.1% | -17.2% | +17.1% | +6.5% |
| 30D | -16.2% | -24.4% | +8.2% | -7.8% |
| 3M | -22.0% | -31.4% | +9.4% | -11.4% |
| 6M | -10.8% | -8.9% | -1.9% | -12.2% |
| YTD | -31.6% | +13.8% | -45.4% | -39.8% |
| 1Y | -6.4% | +17.0% | -23.3% | -19.0% |
| 3Y | +665.7% | +163.1% | +502.5% | +354.4% |
| 5Y | +55.6% | +239.0% | -183.3% | -19.5% |
| All | +55.6% | +230.5% | -174.9% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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