+53.1%
RGTI vs B
+125.0%
-71.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.5% |
| 7D | -0.1% | -5.0% | +4.9% | +1.9% |
| 30D | -16.2% | +8.7% | -24.9% | -19.1% |
| 3M | -22.0% | +17.3% | -39.3% | -27.0% |
| 6M | -10.8% | -5.0% | -5.7% | -9.5% |
| YTD | -31.6% | +1.4% | -33.0% | -31.5% |
| 1Y | -6.4% | +50.5% | -56.9% | -16.1% |
| 3Y | +665.7% | +194.4% | +471.3% | +477.3% |
| 5Y | +55.6% | +156.7% | -101.0% | +12.3% |
| All | +53.1% | +125.0% | -71.9% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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