+278.0%
APH vs RTX
+156.9%
+121.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.0% | -3.0% | -1.5% |
| 7D | -5.0% | -1.7% | -3.3% | -4.6% |
| 30D | -8.4% | +7.7% | -16.0% | -10.1% |
| 3M | -4.5% | -10.3% | +5.8% | -1.6% |
| 6M | +25.3% | +14.6% | +10.7% | +19.2% |
| YTD | +18.9% | +10.4% | +8.5% | +14.5% |
| 1Y | +11.9% | +13.5% | -1.6% | +6.8% |
| 3Y | +278.0% | +158.6% | +119.4% | +221.8% |
| All | +278.0% | +156.9% | +121.1% | +221.8% |
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