+273,029.3%
AMZN vs RTX
+2,805.5%
+270,223.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +1.9% | +1.2% |
| 7D | +2.8% | +3.4% | -0.6% | +1.1% |
| 30D | +3.4% | +8.4% | -5.0% | -1.1% |
| 3M | +0.1% | -10.7% | +10.7% | +5.2% |
| 6M | +0.6% | +11.7% | -11.1% | -6.3% |
| YTD | +15.9% | +9.3% | +6.5% | +8.2% |
| 1Y | +9.5% | +13.3% | -3.8% | +0.2% |
| 3Y | +86.3% | +156.1% | -69.8% | +8.3% |
| 5Y | +51.7% | +148.5% | -96.8% | -12.5% |
| 10Y | +623.8% | +263.6% | +360.2% | +190.8% |
| All | +273,029.3% | +2,805.5% | +270,223.8% | +22,626.2% |
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