+53.9%
RGTI vs EXC
+62.8%
-8.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.7% |
| 7D | +2.5% | +0.3% | +2.2% | +2.5% |
| 30D | -13.7% | -0.9% | -12.8% | -13.7% |
| 3M | -22.6% | -2.7% | -19.9% | -22.8% |
| 6M | -13.4% | -9.4% | -4.0% | -13.9% |
| YTD | -31.2% | +3.0% | -34.2% | -31.1% |
| 1Y | -7.6% | +5.1% | -12.8% | -7.4% |
| 3Y | +669.7% | +20.6% | +649.1% | +659.6% |
| 5Y | +57.0% | +45.7% | +11.3% | +56.5% |
| All | +53.9% | +62.8% | -8.9% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 all: compounded portfolio wealth divided by compounded EXC 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…
all analysis · Full analysis span regression · 6 months rolling