+652.2%
RGTI vs ZETA
+269.4%
+382.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +2.0% | +1.1% |
| 7D | +0.5% | -3.7% | +4.2% | +1.5% |
| 30D | -17.1% | +5.7% | -22.8% | -18.4% |
| 3M | -26.0% | +50.4% | -76.4% | -34.3% |
| 6M | -9.9% | +65.5% | -75.3% | -22.4% |
| YTD | -31.1% | +48.3% | -79.4% | -39.4% |
| 1Y | -8.5% | +45.4% | -53.9% | -19.7% |
| 3Y | +652.2% | +270.8% | +381.5% | +168.2% |
| All | +652.2% | +269.4% | +382.8% | +168.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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