+185.4%
ARM vs RTX
+188.6%
-3.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.0% | -4.6% | -3.0% |
| 7D | -10.4% | -1.7% | -8.6% | -10.0% |
| 30D | -31.8% | +7.7% | -39.5% | -32.8% |
| 3M | -32.2% | -10.3% | -21.9% | -30.7% |
| 6M | -14.9% | +14.6% | -29.5% | -17.8% |
| YTD | +66.0% | +10.4% | +55.6% | +60.4% |
| 1Y | +17.2% | +13.5% | +3.7% | +12.2% |
| 3Y | +247.2% | +158.6% | +88.6% | +182.5% |
| All | +185.4% | +188.6% | -3.2% | +116.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling