+8.8%
APH vs RTX
+10.5%
-1.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.2% | +5.3% | +4.4% |
| 7D | -5.9% | -5.1% | -0.8% | -4.6% |
| 30D | -14.8% | +5.1% | -19.9% | -15.5% |
| 3M | -12.4% | -14.8% | +2.4% | -8.4% |
| 6M | +8.1% | +8.0% | 0.0% | +3.1% |
| YTD | +10.9% | +4.5% | +6.5% | +3.9% |
| 1Y | +8.8% | +9.8% | -1.1% | -2.1% |
| All | +8.8% | +10.5% | -1.8% | -2.1% |
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