+78.2%
AAPL vs RTX
+161.5%
-83.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | -0.2% |
| 7D | -3.0% | -1.6% | -1.4% | -2.8% |
| 30D | +2.3% | -11.6% | +13.9% | +3.9% |
| 3M | +8.6% | +9.2% | -0.5% | +7.3% |
| 6M | +21.6% | -4.4% | +26.0% | +22.1% |
| YTD | +16.3% | +8.9% | +7.4% | +14.5% |
| 1Y | +35.1% | +32.1% | +2.9% | +28.6% |
| All | +78.2% | +161.5% | -83.3% | +58.1% |
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