+53.1%
RGTI vs HON
-0.8%
+53.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | +0.7% |
| 7D | -0.1% | -2.6% | +2.5% | +2.2% |
| 30D | -16.2% | -11.9% | -4.3% | -6.4% |
| 3M | -22.0% | -6.1% | -16.0% | -19.3% |
| 6M | -10.8% | -19.2% | +8.4% | +7.2% |
| YTD | -31.6% | +0.2% | -31.7% | -32.5% |
| 1Y | -6.4% | -1.5% | -4.9% | -7.2% |
| 3Y | +665.7% | +17.9% | +647.7% | +580.6% |
| 5Y | +55.6% | +1.9% | +53.7% | +40.9% |
| All | +53.1% | -0.8% | +53.9% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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