-14.7%
BA vs RGTI
+1,038.3%
-1,053.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -8.6% | +9.2% | +1.1% |
| 7D | -1.4% | -0.9% | -0.5% | -1.5% |
| 30D | -7.9% | -16.2% | +8.3% | -7.4% |
| 3M | -25.2% | -38.6% | +13.4% | -23.7% |
| 6M | -26.7% | -45.8% | +19.1% | -25.4% |
| YTD | -19.6% | -49.8% | +30.2% | -18.4% |
| 1Y | -10.6% | -64.6% | +54.0% | -8.2% |
| All | -14.7% | +1,038.3% | -1,053.0% | -31.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling