-9.2%
RGTI vs KEY
+17.4%
-26.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.1% | -1.8% | +1.6% | +1.8% |
| 30D | -16.2% | -3.3% | -12.9% | -13.0% |
| 3M | -22.0% | -0.2% | -21.8% | -23.3% |
| 6M | -10.8% | +12.1% | -22.9% | -24.4% |
| YTD | -31.6% | +8.4% | -40.0% | -39.9% |
| All | -9.2% | +17.4% | -26.6% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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