+1,697.2%
ACN vs RTX
+1,331.2%
+366.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.7% | -3.0% |
| 7D | -1.5% | -5.2% | +3.6% | +1.0% |
| 30D | +9.4% | -9.4% | +18.7% | +14.4% |
| 3M | +5.6% | +12.3% | -6.6% | -0.2% |
| 6M | -9.3% | -3.1% | -6.1% | -8.6% |
| YTD | -29.0% | +10.7% | -39.6% | -33.1% |
| 1Y | -24.7% | +28.4% | -53.1% | -34.3% |
| 3Y | -39.8% | +147.1% | -186.9% | -63.0% |
| 5Y | -40.9% | +167.2% | -208.2% | -65.8% |
| 10Y | +91.1% | +274.7% | -183.6% | -13.7% |
| All | +1,697.2% | +1,331.2% | +366.1% | +252.9% |
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