+652.2%
RGTI vs IRM
+102.2%
+550.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | -1.3% |
| 7D | +0.5% | -1.4% | +1.9% | +1.8% |
| 30D | -17.1% | -7.4% | -9.7% | -10.7% |
| 3M | -26.0% | -7.4% | -18.6% | -20.6% |
| 6M | -9.9% | +8.7% | -18.5% | -15.9% |
| YTD | -31.1% | +40.9% | -72.0% | -51.0% |
| 1Y | -8.5% | +20.5% | -29.0% | -24.0% |
| 3Y | +652.2% | +101.7% | +550.5% | +164.6% |
| All | +652.2% | +102.2% | +550.1% | +164.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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