+36.3%
BABA vs RTX
+143.3%
-107.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.4% |
| 7D | +11.6% | -5.1% | +16.8% | +12.2% |
| 30D | +2.3% | +5.1% | -2.9% | +1.6% |
| 3M | -13.7% | -14.8% | +1.1% | -12.3% |
| 6M | -21.9% | +8.0% | -29.9% | -22.9% |
| YTD | -24.6% | +4.5% | -29.1% | -25.0% |
| 1Y | -34.1% | +9.8% | -43.9% | -34.6% |
| 3Y | +36.3% | +144.2% | -107.9% | +19.0% |
| All | +36.3% | +143.3% | -107.1% | +19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling