+652.2%
RGTI vs RBA
+29.8%
+622.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.8% | -3.1% | -2.3% |
| 7D | +0.5% | +0.1% | +0.4% | +0.3% |
| 30D | -17.1% | -2.9% | -14.2% | -15.5% |
| 3M | -26.0% | -20.9% | -5.1% | -13.6% |
| 6M | -9.9% | -17.7% | +7.8% | +1.4% |
| YTD | -31.1% | -18.2% | -12.9% | -22.4% |
| 1Y | -8.5% | -29.1% | +20.6% | +18.3% |
| 3Y | +652.2% | +29.5% | +622.7% | +473.6% |
| All | +652.2% | +29.8% | +622.4% | +473.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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