+87.6%
AMZN vs RTX
+156.0%
-68.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +1.9% | +0.7% |
| 7D | +2.8% | +3.4% | -0.6% | +2.3% |
| 30D | +3.4% | +8.4% | -5.0% | +2.1% |
| 3M | +0.1% | -10.7% | +10.7% | +1.7% |
| 6M | +0.6% | +11.7% | -11.1% | -1.6% |
| YTD | +15.9% | +9.3% | +6.5% | +13.3% |
| 1Y | +9.5% | +13.3% | -3.8% | +6.3% |
| All | +87.6% | +156.0% | -68.4% | +70.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling