+652.2%
RGTI vs KR
+33.5%
+618.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.0% | +1.3% |
| 7D | +0.5% | -0.2% | +0.6% | +0.4% |
| 30D | -17.1% | +5.1% | -22.2% | -16.1% |
| 3M | -26.0% | -8.2% | -17.8% | -26.6% |
| 6M | -9.9% | -18.0% | +8.1% | -11.2% |
| YTD | -31.1% | -4.8% | -26.3% | -32.1% |
| 1Y | -8.5% | -11.0% | +2.5% | -9.5% |
| 3Y | +652.2% | +37.7% | +614.6% | +385.8% |
| All | +652.2% | +33.5% | +618.7% | +385.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 3y: compounded portfolio wealth divided by compounded KR 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…
3y analysis · Full analysis span regression · 6 months rolling