+53.1%
RGTI vs TGT
-11.6%
+64.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | +0.1% |
| 7D | -0.1% | -5.0% | +4.9% | +2.6% |
| 30D | -16.2% | +3.0% | -19.2% | -17.8% |
| 3M | -22.0% | +22.6% | -44.7% | -31.1% |
| 6M | -10.8% | +31.2% | -42.0% | -24.3% |
| YTD | -31.6% | +63.7% | -95.3% | -48.7% |
| 1Y | -6.4% | +78.5% | -84.9% | -33.9% |
| 3Y | +665.7% | +40.5% | +625.1% | +498.7% |
| 5Y | +55.6% | -25.6% | +81.2% | +39.6% |
| All | +53.1% | -11.6% | +64.8% | +36.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling