-68.1%
RGTI vs EXE
-18.4%
-49.7%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.9% | +4.0% | +0.5% |
| 7D | -9.6% | -4.7% | -4.9% | -10.6% |
| 30D | -26.0% | +1.0% | -27.0% | -25.7% |
| 3M | -35.8% | -5.6% | -30.1% | -36.5% |
| 6M | -36.7% | -12.3% | -24.4% | -38.5% |
| YTD | -49.4% | -19.5% | -29.9% | -51.3% |
| 1Y | -68.1% | -18.9% | -49.3% | -71.1% |
| All | -68.1% | -18.4% | -49.7% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 1y: compounded portfolio wealth divided by compounded EXE 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…
1y analysis · Full analysis span regression · 6 months rolling