+0.5%
RGTI vs JCI
+37.7%
-37.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -1.1% |
| 7D | -2.5% | +3.8% | -6.3% | -4.9% |
| 30D | -9.4% | -5.7% | -3.7% | -6.0% |
| 3M | -37.1% | -1.4% | -35.7% | -36.6% |
| 6M | -14.4% | +4.1% | -18.5% | -17.2% |
| YTD | -31.4% | +21.7% | -53.1% | -39.2% |
| 1Y | +0.5% | +36.1% | -35.6% | -13.1% |
| All | +0.5% | +37.7% | -37.2% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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