+26.8%
BA vs RTX
+272.3%
-245.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.2% |
| 7D | -1.4% | +1.4% | -2.8% | -2.8% |
| 30D | -7.9% | +7.8% | -15.7% | -14.2% |
| 3M | -25.2% | -9.8% | -15.4% | -18.6% |
| 6M | -26.7% | +13.5% | -40.3% | -35.5% |
| YTD | -19.6% | +10.9% | -30.6% | -28.6% |
| 1Y | -10.6% | +14.0% | -24.6% | -22.6% |
| 3Y | -11.2% | +159.9% | -171.2% | -66.2% |
| 5Y | -20.4% | +151.7% | -172.1% | -70.2% |
| 10Y | +26.8% | +269.0% | -242.2% | -63.3% |
| All | +26.8% | +272.3% | -245.5% | -63.3% |
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