+883.4%
APH vs RTX
+267.3%
+616.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.2% | +5.3% | +4.7% |
| 7D | -5.9% | -5.1% | -0.8% | -3.5% |
| 30D | -14.8% | +5.1% | -19.9% | -16.8% |
| 3M | -12.4% | -14.8% | +2.4% | -6.2% |
| 6M | +8.1% | +8.0% | 0.0% | +3.0% |
| YTD | +10.9% | +4.5% | +6.5% | +7.1% |
| 1Y | +8.8% | +9.8% | -1.1% | +2.5% |
| 3Y | +262.1% | +144.2% | +117.9% | +127.6% |
| 5Y | +283.1% | +131.4% | +151.7% | +141.5% |
| All | +883.4% | +267.3% | +616.1% | +421.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling