+54.2%
RGTI vs BB
-11.7%
+66.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.3% |
| 7D | +0.5% | -0.4% | +0.9% | +0.7% |
| 30D | -17.1% | -12.5% | -4.6% | -10.6% |
| 3M | -26.0% | -17.4% | -8.5% | -19.9% |
| 6M | -9.9% | +119.1% | -129.0% | -44.4% |
| YTD | -31.1% | +102.4% | -133.4% | -55.3% |
| 1Y | -8.5% | +98.2% | -106.7% | -40.7% |
| 3Y | +652.2% | +46.9% | +605.3% | +427.1% |
| 5Y | +56.8% | -26.4% | +83.2% | +13.0% |
| All | +54.2% | -11.7% | +66.0% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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