-26.3%
APH vs RTX
+28.8%
-55.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -3.3% | -44.4% | -46.3% |
| 7D | -48.7% | -5.3% | -43.4% | -47.0% |
| 30D | -51.9% | -9.4% | -42.6% | -49.9% |
| 3M | -43.6% | +12.3% | -55.8% | -44.8% |
| 6M | -37.5% | -3.1% | -34.4% | -35.7% |
| YTD | -38.6% | +10.7% | -49.3% | -39.5% |
| 1Y | -26.3% | +28.4% | -54.7% | -27.7% |
| All | -26.3% | +28.8% | -55.1% | -27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling