+54.2%
RGTI vs O
+16.2%
+38.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | +0.5% | -2.9% | +3.3% | +2.3% |
| 30D | -17.1% | -4.5% | -12.6% | -14.9% |
| 3M | -26.0% | -2.6% | -23.3% | -25.9% |
| 6M | -9.9% | -5.6% | -4.2% | -7.9% |
| YTD | -31.1% | +9.3% | -40.3% | -37.3% |
| 1Y | -8.5% | +4.3% | -12.8% | -13.8% |
| 3Y | +652.2% | +27.4% | +624.8% | +472.3% |
| 5Y | +56.8% | +17.1% | +39.7% | +30.7% |
| All | +54.2% | +16.2% | +38.1% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling