-68.1%
RGTI vs MKC
-18.2%
-49.9%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.4% | -4.3% | +3.4% |
| 7D | -9.6% | +9.6% | -19.2% | -5.9% |
| 30D | -26.0% | +12.0% | -38.0% | -22.2% |
| 3M | -35.8% | -2.0% | -33.8% | -35.8% |
| 6M | -36.7% | +7.2% | -43.9% | -34.4% |
| YTD | -49.4% | -23.7% | -25.6% | -58.0% |
| 1Y | -68.1% | -18.3% | -49.8% | -70.4% |
| All | -68.1% | -18.2% | -49.9% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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