-8.5%
RGTI vs RCL
-23.0%
+14.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.6% |
| 7D | +0.5% | -1.9% | +2.4% | +1.2% |
| 30D | -17.1% | -15.5% | -1.6% | -12.0% |
| 3M | -26.0% | -9.7% | -16.3% | -23.5% |
| 6M | -9.9% | -8.7% | -1.1% | -8.3% |
| YTD | -31.1% | -5.8% | -25.3% | -29.9% |
| 1Y | -8.5% | -24.5% | +15.9% | +21.6% |
| All | -8.5% | -23.0% | +14.5% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 1y: compounded portfolio wealth divided by compounded RCL 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…
1y analysis · Full analysis span regression · 6 months rolling