+73.7%
AMAT vs RTX
+14.2%
+59.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.5% | +5.5% | +6.0% |
| 7D | +7.0% | +1.4% | +5.5% | +6.5% |
| 30D | -20.6% | +7.8% | -28.4% | -21.2% |
| 3M | -24.8% | -9.8% | -15.0% | -24.0% |
| 6M | -10.7% | +13.5% | -24.3% | -14.2% |
| YTD | +54.3% | +10.9% | +43.3% | +48.8% |
| 1Y | +73.7% | +14.0% | +59.7% | +66.5% |
| All | +73.7% | +14.2% | +59.5% | +66.5% |
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