+54.2%
RGTI vs HAS
+16.2%
+38.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | -0.2% |
| 7D | +0.5% | -1.1% | +1.5% | +1.0% |
| 30D | -17.1% | -2.8% | -14.3% | -15.9% |
| 3M | -26.0% | +10.1% | -36.1% | -30.9% |
| 6M | -9.9% | -1.4% | -8.5% | -10.9% |
| YTD | -31.1% | +14.2% | -45.2% | -38.5% |
| 1Y | -8.5% | +18.2% | -26.7% | -20.9% |
| 3Y | +652.2% | +48.6% | +603.6% | +444.4% |
| 5Y | +56.8% | +14.2% | +42.6% | +23.9% |
| All | +54.2% | +16.2% | +38.0% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded HAS 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling