+54.2%
RGTI vs KWEB
-60.8%
+115.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | +0.1% | +0.4% |
| 7D | +0.5% | -5.6% | +6.0% | +2.9% |
| 30D | -17.1% | -10.7% | -6.4% | -13.0% |
| 3M | -26.0% | -7.4% | -18.6% | -23.7% |
| 6M | -9.9% | -19.3% | +9.5% | -1.2% |
| YTD | -31.1% | -27.8% | -3.3% | -20.6% |
| 1Y | -8.5% | -35.9% | +27.4% | +11.0% |
| 3Y | +652.2% | -1.9% | +654.1% | +673.6% |
| 5Y | +56.8% | -43.2% | +100.0% | +60.7% |
| All | +54.2% | -60.8% | +115.1% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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