-8.5%
BX vs RGTI
-69.7%
+61.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.1% | +5.1% | +6.1% |
| 7D | +8.3% | -9.6% | +17.9% | +9.5% |
| 30D | +13.5% | -26.0% | +39.5% | +17.5% |
| 3M | -7.6% | -35.8% | +28.2% | -3.1% |
| 6M | +4.0% | -36.7% | +40.7% | +6.4% |
| YTD | -15.2% | -49.4% | +34.2% | -12.3% |
| 1Y | -8.5% | -68.1% | +59.7% | -1.9% |
| All | -8.5% | -69.7% | +61.3% | -1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling