+11.3%
APH vs RTX
+14.2%
-2.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.9% |
| 7D | +0.4% | +1.4% | -1.1% | -0.1% |
| 30D | -8.0% | +7.8% | -15.8% | -9.4% |
| 3M | -5.0% | -9.8% | +4.8% | -2.2% |
| 6M | +29.9% | +13.5% | +16.4% | +22.8% |
| YTD | +18.0% | +10.9% | +7.0% | +9.0% |
| 1Y | +11.3% | +14.0% | -2.6% | +0.9% |
| All | +11.3% | +14.2% | -2.9% | +0.9% |
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