-60.8%
RGTI vs BRO
-7.9%
-52.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.6% | +12.0% | +9.6% |
| 7D | +21.6% | -1.0% | +22.6% | +21.2% |
| 30D | -7.5% | +13.2% | -20.7% | -1.7% |
| 3M | -27.6% | -0.1% | -27.5% | -27.0% |
| 6M | -31.5% | +26.8% | -58.2% | -27.0% |
| YTD | -41.4% | -10.0% | -31.4% | -41.1% |
| All | -60.8% | -7.9% | -52.8% | -60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 1y: compounded portfolio wealth divided by compounded BRO 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…
1y analysis · Full analysis span regression · 6 months rolling