-13.4%
RGTI vs HAL
+10.9%
-24.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.5% | -3.3% |
| 7D | +2.5% | -1.3% | +3.8% | +2.1% |
| 30D | -13.7% | +10.9% | -24.5% | -10.7% |
| 3M | -22.6% | -5.8% | -16.8% | -23.6% |
| 6M | -13.4% | +8.1% | -21.5% | -12.9% |
| All | -13.4% | +10.9% | -24.3% | -12.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling