+55.6%
RGTI vs SYK
+3.4%
+52.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.4% | +0.2% |
| 7D | -0.1% | -12.3% | +12.2% | +4.7% |
| 30D | -16.2% | -22.4% | +6.2% | -7.9% |
| 3M | -22.0% | -12.3% | -9.7% | -20.3% |
| 6M | -10.8% | -24.3% | +13.5% | -1.8% |
| YTD | -31.6% | -22.8% | -8.8% | -26.2% |
| 1Y | -6.4% | -28.8% | +22.4% | +5.0% |
| 3Y | +665.7% | -4.0% | +669.6% | +612.9% |
| All | +55.6% | +3.4% | +52.2% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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