+171.6%
BKR vs RGTI
+56.8%
+114.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.6% |
| 7D | -7.0% | +0.5% | -7.5% | -7.0% |
| 30D | -8.1% | -17.1% | +9.0% | -7.6% |
| 3M | -6.6% | -26.0% | +19.4% | -5.9% |
| 6M | +0.9% | -9.9% | +10.7% | +0.5% |
| YTD | +31.1% | -31.1% | +62.2% | +31.5% |
| 1Y | +27.7% | -8.5% | +36.2% | +26.1% |
| 3Y | +71.2% | +652.2% | -581.0% | +47.9% |
| All | +171.6% | +56.8% | +114.8% | +134.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling