+54.2%
RGTI vs DAR
-8.0%
+62.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +1.5% |
| 7D | +0.5% | -0.1% | +0.6% | +0.5% |
| 30D | -17.1% | +2.6% | -19.7% | -18.4% |
| 3M | -26.0% | +14.2% | -40.2% | -30.9% |
| 6M | -9.9% | +17.2% | -27.0% | -17.6% |
| YTD | -31.1% | +80.9% | -111.9% | -49.0% |
| 1Y | -8.5% | +104.0% | -112.5% | -36.9% |
| 3Y | +652.2% | +3.6% | +648.6% | +600.7% |
| 5Y | +56.8% | -7.8% | +64.6% | +63.6% |
| All | +54.2% | -8.0% | +62.3% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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