+652.2%
RGTI vs CHTR
-65.7%
+717.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | -0.1% |
| 7D | +0.5% | -4.1% | +4.6% | +1.3% |
| 30D | -17.1% | -3.0% | -14.1% | -16.9% |
| 3M | -26.0% | +4.8% | -30.7% | -27.7% |
| 6M | -9.9% | -35.0% | +25.2% | -2.6% |
| YTD | -31.1% | -30.2% | -0.9% | -27.4% |
| 1Y | -8.5% | -44.8% | +36.3% | +4.1% |
| 3Y | +652.2% | -66.6% | +718.8% | +941.0% |
| All | +652.2% | -65.7% | +717.9% | +941.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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