+30,513.3%
AVGO vs RTX
+763.8%
+29,749.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.1% | -4.9% | -4.8% |
| 7D | +18.2% | +4.8% | +13.4% | +15.3% |
| 30D | +0.2% | +6.5% | -6.3% | -3.2% |
| 3M | -16.8% | -9.6% | -7.2% | -12.5% |
| 6M | -16.5% | +12.3% | -28.8% | -23.1% |
| YTD | +0.8% | +9.5% | -8.6% | -6.8% |
| 1Y | +2.8% | +15.8% | -13.0% | -8.0% |
| 3Y | +278.5% | +157.0% | +121.5% | +106.6% |
| 5Y | +573.1% | +148.8% | +424.3% | +263.0% |
| 10Y | +2,598.7% | +264.0% | +2,334.6% | +927.9% |
| All | +30,513.3% | +763.8% | +29,749.5% | +6,623.5% |
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