+652.2%
RGTI vs MKSI
+190.8%
+461.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | -0.9% |
| 7D | +0.5% | +2.7% | -2.2% | -1.6% |
| 30D | -17.1% | -12.8% | -4.3% | -8.3% |
| 3M | -26.0% | -22.5% | -3.5% | -13.0% |
| 6M | -9.9% | +19.4% | -29.3% | -24.9% |
| YTD | -31.1% | +67.7% | -98.8% | -58.1% |
| 1Y | -8.5% | +131.4% | -139.9% | -58.2% |
| 3Y | +652.2% | +197.3% | +454.9% | +203.3% |
| All | +652.2% | +190.8% | +461.4% | +203.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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