+2,361.1%
ACN vs RTX
+1,334.7%
+1,026.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.1% |
| 7D | -4.0% | +1.4% | -5.5% | -4.8% |
| 30D | +19.0% | +7.8% | +11.2% | +14.6% |
| 3M | +42.2% | -9.8% | +52.0% | +48.7% |
| 6M | +50.1% | +13.5% | +36.6% | +40.6% |
| YTD | -2.7% | +10.9% | -13.7% | -8.7% |
| 1Y | +7.6% | +14.0% | -6.4% | -0.7% |
| 3Y | -15.9% | +159.9% | -175.8% | -49.4% |
| 5Y | -24.4% | +151.7% | -176.0% | -54.9% |
| 10Y | +151.4% | +269.0% | -117.6% | +14.3% |
| All | +2,361.1% | +1,334.7% | +1,026.4% | +381.5% |
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