+61,451.9%
APH vs RTX
+10,787.1%
+50,664.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -3.3% | -44.4% | -46.1% |
| 7D | -48.7% | -5.3% | -43.4% | -46.6% |
| 30D | -51.9% | -9.4% | -42.6% | -48.9% |
| 3M | -43.6% | +12.3% | -55.8% | -46.3% |
| 6M | -37.5% | -3.1% | -34.4% | -36.4% |
| YTD | -38.6% | +10.7% | -49.3% | -41.5% |
| 1Y | -26.3% | +28.4% | -54.7% | -35.0% |
| 3Y | +89.2% | +147.1% | -57.9% | +17.8% |
| 5Y | +119.8% | +167.2% | -47.4% | +29.2% |
| 10Y | +454.3% | +274.7% | +179.5% | +160.4% |
| All | +61,451.9% | +10,787.1% | +50,664.8% | +10,263.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling