+53.1%
RGTI vs CB
+121.6%
-68.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | -0.1% | -2.8% | +2.6% | -0.5% |
| 30D | -16.2% | -2.4% | -13.8% | -16.4% |
| 3M | -22.0% | +2.8% | -24.8% | -21.9% |
| 6M | -10.8% | +4.8% | -15.5% | -10.3% |
| YTD | -31.6% | +9.2% | -40.7% | -31.3% |
| 1Y | -6.4% | +22.8% | -29.2% | -6.3% |
| 3Y | +665.7% | +71.1% | +594.5% | +643.7% |
| 5Y | +55.6% | +101.0% | -45.3% | +48.1% |
| All | +53.1% | +121.6% | -68.5% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 10y: compounded portfolio wealth divided by compounded CB 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…
10y analysis · Full analysis span regression · 6 months rolling