+691.2%
RGTI vs BNY
+271.4%
+419.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +4.4% |
| 7D | +0.5% | -4.4% | +4.8% | +6.8% |
| 30D | -18.9% | -3.4% | -15.4% | -15.1% |
| 3M | -27.2% | +9.9% | -37.2% | -38.1% |
| 6M | -5.6% | +36.8% | -42.4% | -42.0% |
| YTD | -31.1% | +37.6% | -68.7% | -58.0% |
| 1Y | -20.0% | +50.8% | -70.8% | -57.3% |
| 3Y | +691.2% | +270.5% | +420.7% | +41.0% |
| All | +691.2% | +271.4% | +419.8% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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