+53.1%
RGTI vs DAL
+76.0%
-22.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.1% |
| 7D | -0.1% | -0.6% | +0.5% | +0.2% |
| 30D | -16.2% | -13.5% | -2.7% | -7.9% |
| 3M | -22.0% | +2.6% | -24.6% | -23.3% |
| 6M | -10.8% | +32.7% | -43.5% | -25.7% |
| YTD | -31.6% | +13.6% | -45.2% | -37.4% |
| 1Y | -6.4% | +28.8% | -35.2% | -20.9% |
| 3Y | +665.7% | +98.2% | +567.5% | +386.5% |
| 5Y | +55.6% | +105.9% | -50.3% | -6.5% |
| All | +53.1% | +76.0% | -22.8% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling