+263,909.3%
AMZN vs RTX
+2,841.1%
+261,068.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.2% |
| 7D | -3.0% | -5.2% | +2.2% | -0.4% |
| 30D | -5.2% | -9.4% | +4.2% | -0.5% |
| 3M | +1.9% | +12.3% | -10.4% | -4.8% |
| 6M | +19.2% | -3.1% | +22.4% | +19.5% |
| YTD | +12.0% | +10.7% | +1.3% | +4.5% |
| 1Y | +9.7% | +28.4% | -18.7% | -5.7% |
| 3Y | +87.2% | +147.1% | -59.9% | +10.8% |
| 5Y | +48.7% | +167.2% | -118.6% | -17.2% |
| 10Y | +569.3% | +274.7% | +294.6% | +164.9% |
| All | +263,909.3% | +2,841.1% | +261,068.2% | +21,851.5% |
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