-8.5%
RGTI vs HAL
+62.9%
-71.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +0.8% |
| 7D | +0.5% | -3.3% | +3.8% | +0.8% |
| 30D | -17.1% | +8.2% | -25.3% | -18.0% |
| 3M | -26.0% | -9.4% | -16.5% | -24.2% |
| 6M | -9.9% | +0.6% | -10.5% | -12.5% |
| YTD | -31.1% | +28.6% | -59.6% | -39.4% |
| 1Y | -8.5% | +63.9% | -72.4% | -18.9% |
| All | -8.5% | +62.9% | -71.4% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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