+0.5%
RGTI vs MCK
+32.0%
-31.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | -0.6% |
| 7D | -2.5% | +1.7% | -4.2% | -1.6% |
| 30D | -9.4% | +3.6% | -13.0% | -8.0% |
| 3M | -37.1% | +20.1% | -57.2% | -30.9% |
| 6M | -14.4% | -7.0% | -7.4% | -10.3% |
| YTD | -31.4% | +11.0% | -42.4% | -22.4% |
| 1Y | +0.5% | +31.8% | -31.3% | +17.4% |
| All | +0.5% | +32.0% | -31.5% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 1y: compounded portfolio wealth divided by compounded MCK 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…
1y analysis · Full analysis span regression · 6 months rolling