-22.4%
BA vs RTX
+147.6%
-170.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.3% | -0.9% |
| 7D | -0.6% | +3.4% | -3.9% | -2.5% |
| 30D | -8.0% | +8.4% | -16.4% | -12.4% |
| 3M | -25.8% | -10.7% | -15.1% | -21.0% |
| 6M | -27.6% | +11.7% | -39.3% | -32.6% |
| YTD | -21.0% | +9.3% | -30.3% | -25.9% |
| 1Y | -12.3% | +13.3% | -25.5% | -19.5% |
| 3Y | -12.8% | +156.1% | -168.9% | -52.9% |
| 5Y | -22.4% | +148.5% | -170.9% | -60.4% |
| All | -22.4% | +147.6% | -170.0% | -60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling