-49.7%
BABA vs RGTI
+53.1%
-102.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.2% | -0.7% |
| 7D | -2.9% | -0.1% | -2.8% | -2.9% |
| 30D | -15.1% | -16.2% | +1.1% | -14.3% |
| 3M | -5.0% | -22.0% | +17.0% | -4.1% |
| 6M | -19.9% | -10.8% | -9.2% | -20.5% |
| YTD | -25.3% | -31.6% | +6.3% | -24.8% |
| 1Y | -23.9% | -6.4% | -17.5% | -25.7% |
| 3Y | +28.1% | +665.7% | -637.5% | -6.3% |
| 5Y | -31.4% | +55.6% | -87.0% | -46.7% |
| All | -49.7% | +53.1% | -102.8% | -61.7% |
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