+56.8%
RGTI vs RCL
+224.8%
-168.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.5% |
| 7D | +0.5% | -1.9% | +2.4% | +1.4% |
| 30D | -17.1% | -15.5% | -1.6% | -10.1% |
| 3M | -26.0% | -9.7% | -16.3% | -22.7% |
| 6M | -9.9% | -8.7% | -1.1% | -6.4% |
| YTD | -31.1% | -5.8% | -25.3% | -31.5% |
| 1Y | -8.5% | -24.5% | +15.9% | +0.9% |
| 3Y | +652.2% | +173.9% | +478.3% | +341.8% |
| All | +56.8% | +224.8% | -168.1% | -22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling