+720.4%
AVGO vs RTX
+166.9%
+553.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.0% | +3.3% |
| 7D | -0.3% | -3.1% | +2.8% | +0.6% |
| 30D | -13.8% | -10.6% | -3.3% | -11.0% |
| 3M | -6.9% | +11.6% | -18.6% | -10.7% |
| 6M | +11.9% | -4.5% | +16.4% | +13.1% |
| YTD | +6.9% | +9.6% | -2.7% | +2.2% |
| 1Y | +7.4% | +30.8% | -23.4% | -4.3% |
| 3Y | +345.6% | +152.8% | +192.7% | +205.9% |
| All | +720.4% | +166.9% | +553.5% | +436.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling