-0.9%
BA vs RTX
+168.2%
-169.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.2% |
| 7D | +1.2% | -5.2% | +6.3% | +4.3% |
| 30D | -11.6% | -9.4% | -2.3% | -6.4% |
| 3M | -2.4% | +12.3% | -14.7% | -9.4% |
| 6M | -6.6% | -3.1% | -3.5% | -5.3% |
| YTD | -2.2% | +10.7% | -12.9% | -8.9% |
| 1Y | -8.0% | +28.4% | -36.4% | -22.2% |
| 3Y | -5.0% | +147.1% | -152.1% | -47.9% |
| All | -0.9% | +168.2% | -169.1% | -54.8% |
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