+345.6%
AVGO vs RTX
+150.3%
+195.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.0% | +3.2% |
| 7D | -0.3% | -3.1% | +2.8% | +0.3% |
| 30D | -13.8% | -10.6% | -3.3% | -12.0% |
| 3M | -6.9% | +11.6% | -18.6% | -9.5% |
| 6M | +11.9% | -4.5% | +16.4% | +13.5% |
| YTD | +6.9% | +9.6% | -2.7% | +3.6% |
| 1Y | +7.4% | +30.8% | -23.4% | -1.6% |
| 3Y | +345.6% | +152.8% | +192.7% | +269.8% |
| All | +345.6% | +150.3% | +195.3% | +269.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling