+28.1%
BA vs RTX
+287.5%
-259.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.6% | -4.2% | -3.7% |
| 7D | -1.7% | -3.2% | +1.5% | +0.8% |
| 30D | -9.5% | +5.6% | -15.0% | -14.0% |
| 3M | -26.5% | -11.7% | -14.8% | -18.5% |
| 6M | -27.4% | +12.3% | -39.7% | -35.5% |
| YTD | -20.6% | +8.2% | -28.8% | -27.9% |
| 1Y | -11.4% | +12.6% | -24.0% | -22.6% |
| 3Y | -10.8% | +152.8% | -163.7% | -65.2% |
| 5Y | -21.9% | +140.2% | -162.1% | -69.4% |
| 10Y | +28.1% | +273.8% | -245.6% | -62.6% |
| All | +28.1% | +287.5% | -259.4% | -62.6% |
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