+54.2%
RGTI vs KEEL
-3.8%
+58.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.8% | -3.1% | -0.6% |
| 7D | +0.5% | +2.9% | -2.4% | -0.7% |
| 30D | -17.1% | +0.8% | -17.9% | -18.2% |
| 3M | -26.0% | -35.3% | +9.3% | -16.8% |
| 6M | -9.9% | +59.4% | -69.2% | -24.7% |
| YTD | -31.1% | +51.9% | -83.0% | -41.8% |
| 1Y | -8.5% | +75.0% | -83.5% | -26.6% |
| 3Y | +652.2% | +224.5% | +427.7% | +370.0% |
| 5Y | +56.8% | -35.9% | +92.7% | +4.6% |
| All | +54.2% | -3.8% | +58.0% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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