+1,162.1%
AMAT vs RTX
+267.3%
+894.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.4% | +4.9% |
| 7D | -14.7% | -5.1% | -9.6% | -12.2% |
| 30D | -36.1% | +5.1% | -41.2% | -37.9% |
| 3M | -36.9% | -14.8% | -22.0% | -31.5% |
| 6M | -22.2% | +8.0% | -30.2% | -26.8% |
| YTD | +29.9% | +4.5% | +25.5% | +24.0% |
| 1Y | +43.3% | +9.8% | +33.4% | +32.7% |
| 3Y | +142.7% | +144.2% | -1.5% | +35.1% |
| 5Y | +126.2% | +131.4% | -5.2% | +27.5% |
| All | +1,162.1% | +267.3% | +894.8% | +524.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling