+17.1%
BABA vs RTX
+267.3%
-250.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.6% |
| 7D | +11.6% | -5.1% | +16.8% | +13.1% |
| 30D | +2.3% | +5.1% | -2.9% | +0.7% |
| 3M | -13.7% | -14.8% | +1.1% | -10.0% |
| 6M | -21.9% | +8.0% | -29.9% | -24.2% |
| YTD | -24.6% | +4.5% | -29.1% | -26.2% |
| 1Y | -34.1% | +9.8% | -43.9% | -36.4% |
| 3Y | +36.3% | +144.2% | -107.9% | +1.4% |
| 5Y | -26.7% | +131.4% | -158.2% | -45.2% |
| All | +17.1% | +267.3% | -250.2% | -18.6% |
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