-26.8%
BA vs RGTI
-2.8%
-24.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.9% | +6.8% | +0.3% |
| 7D | -1.1% | -18.1% | +17.0% | -0.2% |
| 30D | -7.1% | -17.6% | +10.5% | -6.5% |
| 3M | -25.5% | -48.3% | +22.8% | -23.4% |
| 6M | -28.7% | -47.8% | +19.0% | -27.3% |
| YTD | -21.0% | -56.6% | +35.6% | -19.2% |
| 1Y | -11.9% | -61.8% | +50.0% | -9.5% |
| 3Y | -16.2% | +807.5% | -823.7% | -34.1% |
| 5Y | -22.4% | -8.8% | -13.6% | -25.8% |
| All | -26.8% | -2.8% | -24.0% | -30.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling