+209.9%
BKNG vs RTX
+286.9%
-77.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -10.7% | -2.0% | -8.7% | -9.7% |
| 30D | -18.1% | -11.2% | -6.9% | -13.2% |
| 3M | +8.5% | +12.0% | -3.5% | +2.1% |
| 6M | -0.1% | -3.6% | +3.5% | +1.0% |
| YTD | -18.2% | +9.2% | -27.4% | -23.0% |
| 1Y | -19.9% | +29.7% | -49.6% | -31.3% |
| 3Y | +41.6% | +152.0% | -110.3% | -19.2% |
| 5Y | +93.1% | +165.8% | -72.6% | +3.5% |
| All | +209.9% | +286.9% | -77.0% | +37.4% |
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