+31.1%
BABA vs RTX
+159.8%
-128.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.2% |
| 7D | -3.6% | +1.4% | -5.0% | -3.7% |
| 30D | -8.4% | +7.8% | -16.2% | -9.1% |
| 3M | -20.6% | -9.8% | -10.8% | -19.8% |
| 6M | -25.4% | +13.5% | -38.9% | -26.6% |
| YTD | -30.1% | +10.9% | -41.1% | -30.8% |
| 1Y | -36.3% | +14.0% | -50.3% | -37.0% |
| All | +31.1% | +159.8% | -128.6% | +15.6% |
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 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