+53.1%
RGTI vs HBM
+261.6%
-208.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.5% | +7.0% | +2.9% |
| 7D | -0.1% | -3.7% | +3.6% | +1.4% |
| 30D | -16.2% | -3.7% | -12.5% | -14.9% |
| 3M | -22.0% | +8.0% | -30.0% | -24.9% |
| 6M | -10.8% | +15.8% | -26.6% | -16.8% |
| YTD | -31.6% | +34.4% | -65.9% | -40.2% |
| 1Y | -6.4% | +98.2% | -104.5% | -30.4% |
| 3Y | +665.7% | +476.6% | +189.1% | +280.3% |
| 5Y | +55.6% | +331.1% | -275.5% | -18.2% |
| All | +53.1% | +261.6% | -208.4% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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