+652.2%
RGTI vs RKT
+35.0%
+617.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | +0.5% | -6.3% | +6.7% | +3.0% |
| 30D | -17.1% | -6.2% | -10.9% | -15.2% |
| 3M | -26.0% | -1.9% | -24.1% | -26.3% |
| 6M | -9.9% | -13.0% | +3.1% | -6.1% |
| YTD | -31.1% | -31.9% | +0.9% | -22.1% |
| 1Y | -8.5% | -37.6% | +29.1% | +5.1% |
| 3Y | +652.2% | +36.8% | +615.4% | +417.5% |
| All | +652.2% | +35.0% | +617.3% | +417.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 3y: compounded portfolio wealth divided by compounded RKT 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…
3y analysis · Full analysis span regression · 6 months rolling