+1,340.6%
RGTI vs NXT
+173.5%
+1,167.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | -0.2% |
| 7D | +0.5% | -1.9% | +2.4% | +1.4% |
| 30D | -17.1% | -20.0% | +2.9% | -7.9% |
| 3M | -26.0% | -30.7% | +4.8% | -11.9% |
| 6M | -9.9% | -29.0% | +19.1% | +3.2% |
| YTD | -31.1% | -4.8% | -26.2% | -33.0% |
| 1Y | -8.5% | +22.8% | -31.3% | -19.6% |
| 3Y | +652.2% | +93.9% | +558.3% | +345.8% |
| All | +1,340.6% | +173.5% | +1,167.1% | +475.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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