-10.8%
RGTI vs BHP
+21.3%
-32.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.3% | +4.8% | +5.7% |
| 7D | -0.1% | -3.7% | +3.6% | +4.0% |
| 30D | -16.2% | -0.8% | -15.3% | -15.8% |
| 3M | -22.0% | +7.6% | -29.6% | -29.9% |
| 6M | -10.8% | +20.8% | -31.6% | -28.4% |
| All | -10.8% | +21.3% | -32.1% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 6mo: compounded portfolio wealth divided by compounded BHP 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…
6mo analysis · Full analysis span regression · 6 months rolling