+46.1%
ASML vs RTX
+14.1%
+32.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.6% | -1.0% | -3.2% |
| 7D | -10.0% | +1.3% | -11.3% | -10.2% |
| 30D | -19.4% | +7.6% | -27.1% | -20.4% |
| 3M | -12.5% | -8.6% | -3.8% | -10.7% |
| 6M | +8.2% | +15.6% | -7.4% | +1.1% |
| YTD | +40.7% | +9.4% | +31.3% | +34.2% |
| 1Y | +46.1% | +14.7% | +31.5% | +39.7% |
| All | +46.1% | +14.1% | +32.1% | +39.7% |
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