+77,094.7%
ASML vs RTX
+6,921.1%
+70,173.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.3% | -6.0% | -7.2% |
| 7D | -19.0% | -3.8% | -15.3% | -16.9% |
| 30D | -25.9% | +4.7% | -30.6% | -28.3% |
| 3M | -19.1% | -13.4% | -5.7% | -11.6% |
| 6M | -5.7% | +11.8% | -17.6% | -14.1% |
| YTD | +27.6% | +5.8% | +21.8% | +19.9% |
| 1Y | +30.8% | +11.9% | +18.9% | +18.1% |
| 3Y | +116.2% | +146.3% | -30.0% | +8.9% |
| 5Y | +67.7% | +134.3% | -66.6% | -14.8% |
| 10Y | +1,355.3% | +277.9% | +1,077.4% | +367.9% |
| All | +77,094.7% | +6,921.1% | +70,173.6% | +4,359.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling