+877.5%
APP vs RTX
+159.8%
+717.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.5% | +1.8% | +2.3% |
| 7D | +48.9% | +1.4% | +47.5% | +48.5% |
| 30D | +49.4% | +7.8% | +41.6% | +46.8% |
| 3M | +27.0% | -9.8% | +36.8% | +29.9% |
| 6M | -15.4% | +13.5% | -28.9% | -18.6% |
| YTD | -39.9% | +10.9% | -50.9% | -42.5% |
| 1Y | -32.0% | +14.0% | -45.9% | -35.6% |
| All | +877.5% | +159.8% | +717.7% | +638.2% |
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 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