+53.1%
RGTI vs BB
-13.2%
+66.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.2% | +1.0% |
| 7D | -0.1% | -2.1% | +1.9% | +1.1% |
| 30D | -16.2% | -16.0% | -0.2% | -7.6% |
| 3M | -22.0% | -14.5% | -7.5% | -17.3% |
| 6M | -10.8% | +118.6% | -129.3% | -44.9% |
| YTD | -31.6% | +98.9% | -130.5% | -55.2% |
| 1Y | -6.4% | +99.5% | -105.8% | -39.5% |
| 3Y | +665.7% | +65.4% | +600.3% | +411.3% |
| 5Y | +55.6% | -27.6% | +83.3% | +13.3% |
| All | +53.1% | -13.2% | +66.4% | +11.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling