+285.6%
APH vs RTX
+147.1%
+138.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.5% | +1.0% |
| 7D | +5.0% | -5.2% | +10.1% | +6.3% |
| 30D | -3.9% | -9.4% | +5.5% | -1.5% |
| 3M | +13.0% | +12.3% | +0.7% | +8.7% |
| 6M | +25.2% | -3.1% | +28.3% | +25.6% |
| YTD | +22.9% | +10.7% | +12.3% | +18.7% |
| 1Y | +47.8% | +28.4% | +19.4% | +37.3% |
| All | +285.6% | +147.1% | +138.5% | +222.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling