+652.2%
RGTI vs SOUN
+172.2%
+480.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | +0.5% | -7.1% | +7.6% | +4.6% |
| 30D | -17.1% | -15.4% | -1.7% | -8.7% |
| 3M | -26.0% | -10.6% | -15.4% | -20.9% |
| 6M | -9.9% | -19.6% | +9.8% | -0.7% |
| YTD | -31.1% | -37.2% | +6.2% | -12.0% |
| 1Y | -8.5% | -57.1% | +48.6% | +47.8% |
| 3Y | +652.2% | +178.2% | +474.0% | +394.7% |
| All | +652.2% | +172.2% | +480.0% | +394.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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