-39.9%
BABA vs RTX
+147.6%
-187.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.5% | -5.6% | -6.7% |
| 7D | -12.7% | +3.4% | -16.1% | -13.4% |
| 30D | -14.9% | +8.4% | -23.3% | -16.6% |
| 3M | -24.6% | -10.7% | -14.0% | -22.7% |
| 6M | -29.3% | +11.7% | -41.1% | -31.7% |
| YTD | -35.0% | +9.3% | -44.4% | -36.9% |
| 1Y | -39.7% | +13.3% | -53.0% | -42.0% |
| 3Y | +21.2% | +156.1% | -135.0% | -12.8% |
| 5Y | -39.9% | +148.5% | -188.4% | -60.2% |
| All | -39.9% | +147.6% | -187.5% | -60.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling