+650.7%
RGTI vs HAS
+43.5%
+607.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -2.9% |
| 7D | +2.5% | -4.8% | +7.3% | +5.0% |
| 30D | -13.7% | -5.1% | -8.5% | -11.5% |
| 3M | -22.6% | +6.4% | -29.0% | -25.8% |
| 6M | -13.4% | -5.6% | -7.8% | -12.2% |
| YTD | -31.2% | +11.0% | -42.2% | -37.1% |
| 1Y | -7.6% | +16.8% | -24.4% | -18.9% |
| All | +650.7% | +43.5% | +607.3% | +318.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling