+53.1%
RGTI vs HAL
+107.2%
-54.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.3% | +0.5% |
| 7D | -0.1% | -3.3% | +3.1% | +1.0% |
| 30D | -16.2% | +7.2% | -23.4% | -18.6% |
| 3M | -22.0% | -8.8% | -13.2% | -20.0% |
| 6M | -10.8% | +3.0% | -13.7% | -13.8% |
| YTD | -31.6% | +29.4% | -61.0% | -39.7% |
| 1Y | -6.4% | +62.8% | -69.2% | -25.3% |
| 3Y | +665.7% | -6.4% | +672.1% | +628.0% |
| 5Y | +55.6% | +103.6% | -48.0% | +38.5% |
| All | +53.1% | +107.2% | -54.1% | +36.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling