+31,416.6%
AVGO vs RTX
+773.4%
+30,643.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.6% |
| 7D | -3.0% | -5.2% | +2.2% | -0.2% |
| 30D | -14.4% | -9.4% | -5.1% | -9.9% |
| 3M | -14.4% | +12.3% | -26.7% | -20.5% |
| 6M | +13.1% | -3.1% | +16.3% | +12.9% |
| YTD | +3.8% | +10.7% | -6.9% | -4.3% |
| 1Y | +17.8% | +28.4% | -10.6% | -0.9% |
| 3Y | +325.3% | +147.1% | +178.2% | +137.0% |
| 5Y | +689.9% | +167.2% | +522.7% | +308.0% |
| 10Y | +2,597.0% | +274.7% | +2,322.3% | +906.9% |
| All | +31,416.6% | +773.4% | +30,643.2% | +6,800.7% |
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