+54.2%
RGTI vs KR
+73.7%
-19.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.0% | +1.2% |
| 7D | +0.5% | -0.2% | +0.6% | +0.4% |
| 30D | -17.1% | +5.1% | -22.2% | -16.3% |
| 3M | -26.0% | -8.2% | -17.8% | -26.6% |
| 6M | -9.9% | -18.0% | +8.1% | -11.4% |
| YTD | -31.1% | -4.8% | -26.3% | -31.3% |
| 1Y | -8.5% | -11.0% | +2.5% | -9.1% |
| 3Y | +652.2% | +37.7% | +614.6% | +636.8% |
| 5Y | +56.8% | +52.8% | +4.0% | +56.1% |
| All | +54.2% | +73.7% | -19.4% | +53.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling