+59.7%
RGTI vs KEY
+38.0%
+21.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.8% | +5.8% | +5.1% |
| 7D | +5.5% | +2.7% | +2.7% | +3.7% |
| 30D | -11.9% | -3.2% | -8.7% | -10.1% |
| 3M | -27.4% | +1.0% | -28.3% | -28.1% |
| 6M | -7.1% | +11.9% | -18.9% | -13.1% |
| YTD | -28.6% | +8.7% | -37.3% | -32.0% |
| 1Y | +4.4% | +18.5% | -14.1% | -5.0% |
| 3Y | +698.5% | +124.0% | +574.5% | +428.6% |
| 5Y | +64.2% | +40.8% | +23.4% | +26.8% |
| All | +59.7% | +38.0% | +21.7% | +22.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling