+59.7%
RGTI vs HAS
+14.7%
+45.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.4% | +6.4% | +5.4% |
| 7D | +5.5% | -3.1% | +8.6% | +7.3% |
| 30D | -11.9% | -2.7% | -9.2% | -10.7% |
| 3M | -27.4% | +8.9% | -36.3% | -31.8% |
| 6M | -7.1% | -2.9% | -4.1% | -7.3% |
| YTD | -28.6% | +12.6% | -41.3% | -35.9% |
| 1Y | +4.4% | +17.5% | -13.1% | -9.6% |
| 3Y | +698.5% | +46.2% | +652.3% | +483.4% |
| 5Y | +64.2% | +12.6% | +51.6% | +30.7% |
| All | +59.7% | +14.7% | +45.0% | +27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling