+54.2%
RGTI vs ZBRA
-29.4%
+83.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | -0.4% |
| 7D | +0.5% | -3.4% | +3.9% | +2.5% |
| 30D | -17.1% | -7.4% | -9.7% | -13.0% |
| 3M | -26.0% | +57.5% | -83.5% | -45.8% |
| 6M | -9.9% | +64.0% | -73.8% | -35.9% |
| YTD | -31.1% | +44.3% | -75.4% | -48.1% |
| 1Y | -8.5% | +10.9% | -19.4% | -17.7% |
| 3Y | +652.2% | +37.5% | +614.7% | +497.1% |
| 5Y | +56.8% | -39.7% | +96.4% | +52.1% |
| All | +54.2% | -29.4% | +83.6% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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