+53.9%
RGTI vs TECH
-30.1%
+84.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.6% |
| 7D | +2.5% | -0.1% | +2.6% | +2.5% |
| 30D | -13.7% | +0.3% | -13.9% | -13.8% |
| 3M | -22.6% | +32.9% | -55.5% | -34.4% |
| 6M | -13.4% | +32.1% | -45.5% | -28.5% |
| YTD | -31.2% | +23.4% | -54.6% | -40.9% |
| 1Y | -7.6% | +34.1% | -41.7% | -25.8% |
| 3Y | +669.7% | +2.2% | +667.5% | +615.2% |
| 5Y | +57.0% | -41.8% | +98.8% | +63.2% |
| All | +53.9% | -30.1% | +84.0% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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