-35.9%
APP vs RTX
+28.8%
-64.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.9% | +2.2% |
| 7D | +0.9% | -5.2% | +6.0% | +0.4% |
| 30D | -23.3% | -9.4% | -13.9% | -24.0% |
| 3M | -42.6% | +12.3% | -54.9% | -41.7% |
| 6M | -33.6% | -3.1% | -30.5% | -33.1% |
| YTD | -52.4% | +10.7% | -63.1% | -51.7% |
| 1Y | -35.9% | +28.4% | -64.3% | -31.2% |
| All | -35.9% | +28.8% | -64.7% | -31.2% |
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