-7.9%
RGTI vs LII
+17.0%
-24.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.1% | -8.0% | -7.6% |
| 7D | -18.1% | +2.9% | -21.1% | -19.6% |
| 30D | -17.6% | +0.9% | -18.5% | -19.0% |
| 3M | -48.3% | -15.5% | -32.8% | -42.8% |
| 6M | -47.8% | -30.2% | -17.6% | -36.2% |
| YTD | -56.6% | -26.8% | -29.7% | -50.2% |
| 1Y | -61.8% | -25.3% | -36.5% | -56.9% |
| 3Y | +807.5% | -7.8% | +815.3% | +831.9% |
| All | -7.9% | +17.0% | -24.9% | -26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling