+17.2%
ARM vs RTX
+14.9%
+2.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.0% | -4.6% | -2.6% |
| 7D | -10.4% | -1.7% | -8.6% | -10.6% |
| 30D | -31.8% | +7.7% | -39.5% | -31.6% |
| 3M | -32.2% | -10.3% | -21.9% | -32.0% |
| 6M | -14.9% | +14.6% | -29.5% | -14.8% |
| YTD | +66.0% | +10.4% | +55.6% | +59.5% |
| 1Y | +17.2% | +13.5% | +3.7% | +11.9% |
| All | +17.2% | +14.9% | +2.3% | +11.9% |
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