+652.2%
RGTI vs BRO
-7.6%
+659.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | +0.5% | -7.3% | +7.8% | 0.0% |
| 30D | -17.1% | -6.9% | -10.2% | -17.4% |
| 3M | -26.0% | +10.7% | -36.6% | -27.4% |
| 6M | -9.9% | -2.7% | -7.2% | -9.4% |
| YTD | -31.1% | -16.3% | -14.7% | -28.9% |
| 1Y | -8.5% | -29.1% | +20.6% | -2.1% |
| 3Y | +652.2% | -7.8% | +660.1% | +456.4% |
| All | +652.2% | -7.6% | +659.8% | +456.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling