-8.0%
BA vs RTX
+28.8%
-36.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.1% |
| 7D | +1.2% | -5.2% | +6.3% | +3.5% |
| 30D | -11.6% | -9.4% | -2.3% | -7.7% |
| 3M | -2.4% | +12.3% | -14.7% | -7.6% |
| 6M | -6.6% | -3.1% | -3.5% | -6.7% |
| YTD | -2.2% | +10.7% | -12.9% | -6.5% |
| 1Y | -8.0% | +28.4% | -36.4% | -14.1% |
| All | -8.0% | +28.8% | -36.8% | -14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling