+3,825.4%
RGTI vs KVUE
-20.4%
+3,845.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +0.5% | -5.1% | +5.6% | +1.0% |
| 30D | -17.1% | -6.3% | -10.8% | -16.5% |
| 3M | -26.0% | -0.5% | -25.5% | -26.3% |
| 6M | -9.9% | +3.1% | -12.9% | -10.7% |
| YTD | -31.1% | +6.7% | -37.7% | -32.0% |
| 1Y | -8.5% | -1.1% | -7.4% | -7.7% |
| 3Y | +652.2% | -8.7% | +661.0% | +650.3% |
| All | +3,825.4% | -20.4% | +3,845.9% | +3,042.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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