+59.7%
RGTI vs KDP
+3.7%
+56.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | +5.5% | +2.1% | +3.4% | +5.3% |
| 30D | -11.9% | +8.5% | -20.3% | -12.7% |
| 3M | -27.4% | +6.6% | -34.0% | -28.1% |
| 6M | -7.1% | +17.1% | -24.1% | -9.8% |
| YTD | -28.6% | +19.0% | -47.7% | -31.1% |
| 1Y | +4.4% | +21.8% | -17.4% | -0.2% |
| 3Y | +698.5% | +6.4% | +692.0% | +664.1% |
| 5Y | +64.2% | +5.1% | +59.0% | +67.8% |
| All | +59.7% | +3.7% | +56.0% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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