+23.3%
BA vs RTX
+262.2%
-238.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | -1.1% | +4.8% | -5.9% | -5.2% |
| 30D | -7.1% | +6.5% | -13.6% | -12.5% |
| 3M | -25.5% | -9.6% | -15.9% | -19.2% |
| 6M | -28.7% | +12.3% | -41.0% | -36.7% |
| YTD | -21.0% | +9.5% | -30.5% | -29.0% |
| 1Y | -11.9% | +15.8% | -27.7% | -24.9% |
| 3Y | -16.2% | +157.0% | -173.2% | -67.8% |
| 5Y | -22.4% | +148.8% | -171.2% | -70.6% |
| All | +23.3% | +262.2% | -238.8% | -64.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling