-6.2%
AAL vs RTX
+154.3%
-160.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.4% |
| 7D | -3.7% | -5.2% | +1.4% | -2.6% |
| 30D | -20.8% | -9.4% | -11.4% | -19.1% |
| 3M | -1.3% | +12.3% | -13.6% | -4.1% |
| 6M | +5.4% | -3.1% | +8.5% | +5.5% |
| YTD | -14.4% | +10.7% | -25.0% | -16.9% |
| 1Y | +2.1% | +28.4% | -26.3% | -4.8% |
| All | -6.2% | +154.3% | -160.6% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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