+188.9%
AMAT vs RTX
+28.8%
+160.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.7% | +5.0% | +4.4% |
| 7D | -1.5% | -5.2% | +3.7% | -1.1% |
| 30D | -14.8% | -9.4% | -5.4% | -14.2% |
| 3M | -9.3% | +12.3% | -21.6% | -11.6% |
| 6M | +27.4% | -3.1% | +30.5% | +29.4% |
| YTD | +77.6% | +10.7% | +66.9% | +76.3% |
| 1Y | +188.9% | +28.4% | +160.5% | +184.5% |
| All | +188.9% | +28.8% | +160.2% | +184.5% |
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 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