+55.6%
RGTI vs DAR
-7.2%
+62.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | +0.3% |
| 7D | -0.1% | +0.9% | -1.1% | -0.6% |
| 30D | -16.2% | +6.4% | -22.6% | -19.0% |
| 3M | -22.0% | +13.2% | -35.3% | -27.4% |
| 6M | -10.8% | +26.2% | -36.9% | -22.0% |
| YTD | -31.6% | +84.4% | -115.9% | -50.9% |
| 1Y | -6.4% | +112.0% | -118.4% | -38.4% |
| 3Y | +665.7% | +13.4% | +652.3% | +580.1% |
| All | +55.6% | -7.2% | +62.9% | +65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling