+54.2%
RGTI vs RACE
+100.9%
-46.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | -0.2% |
| 7D | +0.5% | +0.9% | -0.5% | -0.3% |
| 30D | -17.1% | +1.6% | -18.7% | -18.0% |
| 3M | -26.0% | +13.2% | -39.2% | -32.5% |
| 6M | -9.9% | +22.9% | -32.7% | -21.9% |
| YTD | -31.1% | +13.3% | -44.3% | -38.1% |
| 1Y | -8.5% | -12.7% | +4.2% | -2.5% |
| 3Y | +652.2% | +40.3% | +611.9% | +443.0% |
| 5Y | +56.8% | +96.5% | -39.7% | -14.9% |
| All | +54.2% | +100.9% | -46.6% | -16.2% |
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