+56.8%
RGTI vs TECK
+180.1%
-123.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.3% |
| 7D | +0.5% | -3.8% | +4.3% | +2.4% |
| 30D | -17.1% | +0.7% | -17.8% | -17.5% |
| 3M | -26.0% | +4.6% | -30.6% | -27.8% |
| 6M | -9.9% | +25.1% | -35.0% | -18.2% |
| YTD | -31.1% | +39.2% | -70.2% | -40.6% |
| 1Y | -8.5% | +60.3% | -68.8% | -26.3% |
| 3Y | +652.2% | +62.9% | +589.3% | +490.5% |
| All | +56.8% | +180.1% | -123.4% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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