-35.3%
BABA vs RTX
+14.1%
-49.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.6% | +7.6% | +5.3% |
| 7D | +4.3% | +1.3% | +3.0% | +4.0% |
| 30D | -5.0% | +7.6% | -12.6% | -6.2% |
| 3M | -18.4% | -8.6% | -9.7% | -17.2% |
| 6M | -20.3% | +15.6% | -35.9% | -23.6% |
| YTD | -27.5% | +9.4% | -36.9% | -28.9% |
| 1Y | -35.3% | +14.7% | -50.0% | -36.1% |
| All | -35.3% | +14.1% | -49.4% | -36.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling