+10.6%
XLK vs RGTI
-72.9%
+83.5%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -12.1% | +4.1% | -5.9% |
| 7D | -14.0% | -18.3% | +4.4% | -10.9% |
| 30D | -19.6% | -35.1% | +15.5% | -13.8% |
| 3M | -12.6% | -41.3% | +28.7% | -5.1% |
| 6M | -1.7% | -46.1% | +44.4% | +6.3% |
| YTD | +13.2% | -55.5% | +68.7% | +21.8% |
| 1Y | +10.6% | -73.6% | +84.2% | +24.4% |
| All | +10.6% | -72.9% | +83.5% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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