+126.6%
RGTI vs SOUN
-28.2%
+154.8%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | +0.5% | -7.1% | +7.6% | +3.3% |
| 30D | -17.1% | -15.4% | -1.7% | -11.4% |
| 3M | -26.0% | -10.6% | -15.4% | -22.3% |
| 6M | -9.9% | -19.6% | +9.8% | -2.7% |
| YTD | -31.1% | -37.2% | +6.2% | -17.6% |
| 1Y | -8.5% | -57.1% | +48.6% | +28.8% |
| 3Y | +652.2% | +178.2% | +474.0% | +499.4% |
| All | +126.6% | -28.2% | +154.8% | +87.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling