-56.3%
BABA vs RGTI
+4.3%
-60.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -7.0% | 0.0% | -6.6% |
| 7D | -12.7% | +4.9% | -17.6% | -13.1% |
| 30D | -14.9% | -19.2% | +4.3% | -14.1% |
| 3M | -24.6% | -43.9% | +19.3% | -22.4% |
| 6M | -29.3% | -45.8% | +16.5% | -27.8% |
| YTD | -35.0% | -53.4% | +18.3% | -33.4% |
| 1Y | -39.7% | -63.5% | +23.8% | -37.5% |
| 3Y | +21.2% | +964.9% | -943.8% | -14.4% |
| 5Y | -39.9% | -2.1% | -37.8% | -49.2% |
| All | -56.3% | +4.3% | -60.6% | -66.1% |
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