+96,674.4%
AMAT vs RTX
+10,058.3%
+86,616.1%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -3.3% | -10.3% | -11.8% |
| 7D | -24.3% | -3.8% | -20.5% | -22.5% |
| 30D | -39.8% | +4.7% | -44.5% | -41.4% |
| 3M | -40.2% | -13.4% | -26.8% | -35.5% |
| 6M | -22.1% | +11.8% | -33.9% | -28.1% |
| YTD | +24.7% | +5.8% | +18.9% | +18.1% |
| 1Y | +33.3% | +11.9% | +21.3% | +22.2% |
| 3Y | +133.9% | +146.3% | -12.4% | +32.3% |
| 5Y | +117.1% | +134.3% | -17.2% | +24.2% |
| 10Y | +1,158.7% | +277.9% | +880.8% | +429.3% |
| All | +96,674.4% | +10,058.3% | +86,616.1% | +9,117.5% |
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