+79.3%
ADI vs RTX
+14.1%
+65.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.6% | -0.6% | -3.3% |
| 7D | -5.1% | +1.3% | -6.5% | -5.1% |
| 30D | -3.1% | +7.6% | -10.7% | -2.9% |
| 3M | +7.1% | -8.6% | +15.8% | +7.4% |
| 6M | +2.9% | +15.6% | -12.7% | +1.6% |
| YTD | +51.1% | +9.4% | +41.8% | +51.4% |
| 1Y | +79.3% | +14.7% | +64.6% | +80.0% |
| All | +79.3% | +14.1% | +65.3% | +80.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling