+53.9%
RGTI vs RCL
+216.5%
-162.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.8% | -1.8% | -2.8% |
| 7D | +2.5% | -2.2% | +4.7% | +3.5% |
| 30D | -13.7% | -15.7% | +2.0% | -6.8% |
| 3M | -22.6% | -8.0% | -14.6% | -20.1% |
| 6M | -13.4% | -10.1% | -3.3% | -9.7% |
| YTD | -31.2% | -5.9% | -25.3% | -31.4% |
| 1Y | -7.6% | -23.5% | +15.9% | +0.7% |
| 3Y | +669.7% | +174.4% | +495.3% | +375.6% |
| 5Y | +57.0% | +227.1% | -170.1% | -19.5% |
| All | +53.9% | +216.5% | -162.5% | -21.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling