+1,470.0%
BA vs RTX
+10,502.5%
-9,032.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | -0.8% |
| 7D | 0.0% | -1.7% | +1.8% | +1.0% |
| 30D | -8.9% | +7.7% | -16.6% | -13.6% |
| 3M | -25.5% | -10.3% | -15.2% | -20.2% |
| 6M | -27.0% | +14.6% | -41.5% | -33.9% |
| YTD | -20.1% | +10.4% | -30.5% | -26.4% |
| 1Y | -11.0% | +13.5% | -24.5% | -19.6% |
| 3Y | -11.8% | +158.6% | -170.4% | -55.5% |
| 5Y | -20.6% | +147.3% | -167.9% | -59.2% |
| 10Y | +26.6% | +268.6% | -242.0% | -46.3% |
| All | +1,470.0% | +10,502.5% | -9,032.6% | +36.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling