+53.1%
RGTI vs JCI
+152.2%
-99.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | +0.8% |
| 7D | -0.1% | +0.4% | -0.5% | -0.5% |
| 30D | -16.2% | -7.7% | -8.5% | -10.1% |
| 3M | -22.0% | +2.8% | -24.8% | -23.9% |
| 6M | -10.8% | +7.2% | -18.0% | -17.0% |
| YTD | -31.6% | +20.0% | -51.5% | -43.5% |
| 1Y | -6.4% | +33.3% | -39.6% | -29.7% |
| 3Y | +665.7% | +161.3% | +504.3% | +225.5% |
| 5Y | +55.6% | +108.8% | -53.1% | -28.9% |
| All | +53.1% | +152.2% | -99.1% | -30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling