-8.5%
RGTI vs INVH
-4.3%
-4.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +0.5% | -3.0% | +3.5% | -0.6% |
| 30D | -17.1% | -7.5% | -9.6% | -19.2% |
| 3M | -26.0% | -5.5% | -20.5% | -27.4% |
| 6M | -9.9% | +11.7% | -21.6% | -11.8% |
| YTD | -31.1% | +1.3% | -32.4% | -34.5% |
| 1Y | -8.5% | -6.1% | -2.4% | -15.4% |
| All | -8.5% | -4.3% | -4.2% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 1y: compounded portfolio wealth divided by compounded INVH 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…
1y analysis · Full analysis span regression · 6 months rolling