+646.8%
RGTI vs S
+15.8%
+631.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -1.7% |
| 7D | -0.1% | +0.1% | -0.2% | -0.3% |
| 30D | -16.2% | -11.8% | -4.4% | -10.3% |
| 3M | -22.0% | +33.9% | -56.0% | -36.9% |
| 6M | -10.8% | +40.1% | -50.9% | -30.9% |
| YTD | -31.6% | +32.1% | -63.6% | -45.2% |
| 1Y | -6.4% | +11.0% | -17.4% | -16.4% |
| All | +646.8% | +15.8% | +631.0% | +490.1% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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