+59.7%
RGTI vs RACE
+97.1%
-37.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.0% | +5.0% | +4.7% |
| 7D | +5.5% | -1.0% | +6.5% | +6.2% |
| 30D | -11.9% | -1.5% | -10.3% | -10.8% |
| 3M | -27.4% | +15.5% | -42.8% | -34.8% |
| 6M | -7.1% | +17.3% | -24.3% | -16.8% |
| YTD | -28.6% | +11.1% | -39.7% | -35.0% |
| 1Y | +4.4% | -14.3% | +18.6% | +12.7% |
| 3Y | +698.5% | +40.2% | +658.3% | +476.4% |
| 5Y | +64.2% | +92.6% | -28.4% | -9.6% |
| All | +59.7% | +97.1% | -37.4% | -12.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling