+54.2%
RGTI vs XRT
+0.4%
+53.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | -1.1% |
| 7D | +0.5% | -3.2% | +3.7% | +4.6% |
| 30D | -17.1% | -4.5% | -12.6% | -12.5% |
| 3M | -26.0% | -3.1% | -22.9% | -24.1% |
| 6M | -9.9% | +4.2% | -14.1% | -14.7% |
| YTD | -31.1% | -0.1% | -31.0% | -30.7% |
| 1Y | -8.5% | -3.0% | -5.5% | -5.1% |
| 3Y | +652.2% | +41.8% | +610.4% | +465.4% |
| 5Y | +56.8% | -1.3% | +58.0% | +35.9% |
| All | +54.2% | +0.4% | +53.9% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 10y: compounded portfolio wealth divided by compounded XRT 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…
10y analysis · Full analysis span regression · 6 months rolling