+553.0%
AMZN vs RTX
+286.9%
+266.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -2.7% | -2.0% | -0.7% | -2.2% |
| 30D | -7.5% | -11.2% | +3.7% | -4.8% |
| 3M | +5.8% | +12.0% | -6.2% | +2.5% |
| 6M | +17.5% | -3.6% | +21.1% | +18.0% |
| YTD | +9.1% | +9.2% | -0.1% | +5.9% |
| 1Y | +9.4% | +29.7% | -20.4% | +1.3% |
| 3Y | +82.2% | +152.0% | -69.7% | +40.0% |
| 5Y | +45.2% | +165.8% | -120.5% | +9.9% |
| All | +553.0% | +286.9% | +266.1% | +378.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling