+2,789.9%
AVGO vs RTX
+285.7%
+2,504.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | -0.8% | -1.6% | +0.8% | -0.1% |
| 30D | -13.7% | -11.6% | -2.2% | -9.0% |
| 3M | -6.9% | +9.2% | -16.1% | -11.3% |
| 6M | +5.8% | -4.4% | +10.2% | +6.5% |
| YTD | +5.7% | +8.9% | -3.2% | -0.5% |
| 1Y | +9.0% | +32.1% | -23.1% | -6.9% |
| 3Y | +340.5% | +151.2% | +189.3% | +167.5% |
| 5Y | +711.1% | +162.9% | +548.2% | +370.7% |
| All | +2,789.9% | +285.7% | +2,504.2% | +1,358.0% |
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 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