+57.0%
RGTI vs RACE
+87.3%
-30.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -2.9% |
| 7D | +2.5% | -2.6% | +5.1% | +4.6% |
| 30D | -13.7% | -1.1% | -12.6% | -12.8% |
| 3M | -22.6% | +12.5% | -35.1% | -29.4% |
| 6M | -13.4% | +17.4% | -30.8% | -22.9% |
| YTD | -31.2% | +10.1% | -41.3% | -37.2% |
| 1Y | -7.6% | -15.1% | +7.5% | +0.9% |
| 3Y | +669.7% | +38.9% | +630.8% | +439.6% |
| 5Y | +57.0% | +90.7% | -33.6% | -16.7% |
| All | +57.0% | +87.3% | -30.2% | -16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling