+122,851.5%
AAPL vs RTX
+10,530.0%
+112,321.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.2% |
| 7D | +0.1% | -5.2% | +5.2% | +2.3% |
| 30D | +3.0% | -9.4% | +12.4% | +7.2% |
| 3M | +2.9% | +12.3% | -9.4% | -2.6% |
| 6M | +22.1% | -3.1% | +25.2% | +22.7% |
| YTD | +18.0% | +10.7% | +7.3% | +11.5% |
| 1Y | +33.9% | +28.4% | +5.5% | +18.1% |
| 3Y | +71.2% | +147.1% | -75.9% | +10.4% |
| 5Y | +112.6% | +167.2% | -54.6% | +30.8% |
| 10Y | +1,198.8% | +274.7% | +924.1% | +540.9% |
| All | +122,851.5% | +10,530.0% | +112,321.4% | +15,205.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling