+53.9%
RGTI vs RIG
+73.6%
-19.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.4% |
| 7D | +2.5% | -8.2% | +10.7% | +4.7% |
| 30D | -13.7% | -0.2% | -13.5% | -13.8% |
| 3M | -22.6% | -2.7% | -19.9% | -22.5% |
| 6M | -13.4% | -7.5% | -6.0% | -13.7% |
| YTD | -31.2% | +38.3% | -69.5% | -38.9% |
| 1Y | -7.6% | +81.8% | -89.5% | -23.9% |
| 3Y | +669.7% | -30.2% | +699.9% | +650.8% |
| 5Y | +57.0% | +59.9% | -2.9% | +31.1% |
| All | +53.9% | +73.6% | -19.6% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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