+39.3%
ASML vs RTX
+10.5%
+28.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.2% | +6.2% | +5.3% |
| 7D | -9.0% | -5.1% | -3.9% | -8.0% |
| 30D | -21.0% | +5.1% | -26.1% | -21.6% |
| 3M | -16.3% | -14.8% | -1.5% | -13.3% |
| 6M | -7.5% | +8.0% | -15.6% | -12.0% |
| YTD | +34.0% | +4.5% | +29.5% | +28.6% |
| 1Y | +39.3% | +9.8% | +29.4% | +33.0% |
| All | +39.3% | +10.5% | +28.7% | +33.0% |
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