+56.8%
RGTI vs TGT
-25.8%
+82.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | +0.5% | -5.2% | +5.7% | +3.4% |
| 30D | -17.1% | +1.2% | -18.3% | -17.9% |
| 3M | -26.0% | +18.4% | -44.4% | -33.6% |
| 6M | -9.9% | +33.4% | -43.3% | -24.6% |
| YTD | -31.1% | +63.8% | -94.9% | -48.8% |
| 1Y | -8.5% | +77.2% | -85.7% | -35.8% |
| 3Y | +652.2% | +41.8% | +610.4% | +480.4% |
| All | +56.8% | -25.8% | +82.6% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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