+24.5%
BX vs RGTI
+671.2%
-646.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.7% | +2.4% |
| 7D | -5.6% | +0.5% | -6.1% | -5.6% |
| 30D | -12.2% | -17.1% | +4.9% | -11.2% |
| 3M | +7.4% | -26.0% | +33.4% | +9.0% |
| 6M | +22.2% | -9.9% | +32.0% | +21.3% |
| YTD | -14.0% | -31.1% | +17.1% | -13.5% |
| 1Y | -27.3% | -8.5% | -18.8% | -29.0% |
| 3Y | +24.5% | +652.2% | -627.7% | -4.4% |
| All | +24.5% | +671.2% | -646.7% | -4.4% |
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