-55.4%
APP vs RTX
+14.1%
-69.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -2.6% | +13.3% | +10.2% |
| 7D | +4.5% | +1.3% | +3.2% | +4.7% |
| 30D | -3.6% | +7.6% | -11.3% | -2.7% |
| 3M | -35.3% | -8.6% | -26.6% | -35.7% |
| 6M | -42.8% | +15.6% | -58.4% | -41.6% |
| YTD | -59.7% | +9.4% | -69.0% | -59.8% |
| 1Y | -55.4% | +14.7% | -70.0% | -56.8% |
| All | -55.4% | +14.1% | -69.4% | -56.8% |
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 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