+0.5%
RGTI vs YUM
+5.7%
-5.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | -0.7% |
| 7D | -2.5% | -2.0% | -0.5% | -3.9% |
| 30D | -9.4% | -1.1% | -8.3% | -9.7% |
| 3M | -37.1% | +1.8% | -38.9% | -35.1% |
| 6M | -14.4% | -4.7% | -9.7% | -15.4% |
| YTD | -31.4% | +0.6% | -31.9% | -26.7% |
| 1Y | +0.5% | +6.4% | -5.9% | +25.0% |
| All | +0.5% | +5.7% | -5.1% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 1y: compounded portfolio wealth divided by compounded YUM 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…
1y analysis · Full analysis span regression · 6 months rolling