-2.8%
RGTI vs RACE
+99.6%
-102.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.4% | -8.3% | -7.9% |
| 7D | -18.1% | -1.2% | -16.9% | -17.3% |
| 30D | -17.6% | +6.1% | -23.8% | -21.2% |
| 3M | -48.3% | -0.3% | -48.1% | -48.2% |
| 6M | -47.8% | +23.4% | -71.2% | -54.9% |
| YTD | -56.6% | +12.5% | -69.1% | -60.8% |
| 1Y | -61.8% | -0.5% | -61.4% | -62.2% |
| 3Y | +807.5% | +23.6% | +783.9% | +623.3% |
| 5Y | -8.8% | +65.4% | -74.3% | -50.2% |
| All | -2.8% | +99.6% | -102.4% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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