+650.7%
RGTI vs CB
+69.9%
+580.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.3% | -3.9% | -3.5% |
| 7D | +2.5% | -0.5% | +3.0% | +2.3% |
| 30D | -13.7% | -3.1% | -10.6% | -14.5% |
| 3M | -22.6% | +4.2% | -26.8% | -21.4% |
| 6M | -13.4% | +4.7% | -18.1% | -11.5% |
| YTD | -31.2% | +8.8% | -40.0% | -29.2% |
| 1Y | -7.6% | +22.6% | -30.3% | -4.1% |
| All | +650.7% | +69.9% | +580.8% | +712.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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