+85.9%
AMZN vs RTX
+150.3%
-64.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.5% |
| 7D | +0.8% | -3.1% | +3.9% | +1.3% |
| 30D | -6.4% | -10.6% | +4.2% | -4.9% |
| 3M | +4.8% | +11.6% | -6.9% | +2.7% |
| 6M | +20.5% | -4.5% | +25.0% | +21.2% |
| YTD | +11.3% | +9.6% | +1.8% | +9.1% |
| 1Y | +9.0% | +30.8% | -21.9% | +3.3% |
| 3Y | +85.9% | +152.8% | -66.9% | +59.6% |
| All | +85.9% | +150.3% | -64.4% | +59.6% |
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 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