+652.2%
RGTI vs XRT
+41.2%
+611.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | -1.8% |
| 7D | +0.5% | -3.2% | +3.7% | +6.2% |
| 30D | -17.1% | -4.5% | -12.6% | -10.7% |
| 3M | -26.0% | -3.1% | -22.9% | -23.9% |
| 6M | -9.9% | +4.2% | -14.1% | -18.0% |
| YTD | -31.1% | -0.1% | -31.0% | -31.8% |
| 1Y | -8.5% | -3.0% | -5.5% | -5.6% |
| 3Y | +652.2% | +41.8% | +610.4% | +320.3% |
| All | +652.2% | +41.2% | +611.1% | +320.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling