+53.1%
RGTI vs RKT
-31.7%
+84.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | +0.2% |
| 7D | -0.1% | -7.2% | +7.1% | +3.0% |
| 30D | -16.2% | -7.9% | -8.3% | -13.5% |
| 3M | -22.0% | +5.2% | -27.2% | -24.7% |
| 6M | -10.8% | -14.9% | +4.1% | -6.0% |
| YTD | -31.6% | -31.9% | +0.3% | -21.8% |
| 1Y | -6.4% | -36.9% | +30.5% | +8.3% |
| 3Y | +665.7% | +35.7% | +629.9% | +454.2% |
| 5Y | +55.6% | -9.7% | +65.3% | +4.5% |
| All | +53.1% | -31.7% | +84.8% | +2.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling