+53.1%
RGTI vs LII
+18.4%
+34.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | 0.0% |
| 7D | -0.1% | -3.5% | +3.4% | +2.1% |
| 30D | -16.2% | -13.5% | -2.7% | -8.2% |
| 3M | -22.0% | -26.0% | +4.0% | -7.8% |
| 6M | -10.8% | -26.8% | +16.0% | +5.0% |
| YTD | -31.6% | -22.9% | -8.7% | -23.6% |
| 1Y | -6.4% | -32.6% | +26.3% | +14.5% |
| 3Y | +665.7% | -1.3% | +666.9% | +678.5% |
| 5Y | +55.6% | +23.1% | +32.6% | +26.5% |
| All | +53.1% | +18.4% | +34.7% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 10y: compounded portfolio wealth divided by compounded LII 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…
10y analysis · Full analysis span regression · 6 months rolling