+652.2%
RGTI vs MCK
+112.3%
+539.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.8% |
| 7D | +0.5% | -2.9% | +3.4% | -0.9% |
| 30D | -17.1% | +0.4% | -17.5% | -17.0% |
| 3M | -26.0% | +12.1% | -38.1% | -20.9% |
| 6M | -9.9% | -5.4% | -4.4% | -8.6% |
| YTD | -31.1% | +7.8% | -38.8% | -25.1% |
| 1Y | -8.5% | +22.9% | -31.5% | +4.9% |
| 3Y | +652.2% | +110.7% | +541.5% | +1,187.6% |
| All | +652.2% | +112.3% | +539.9% | +1,187.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling