-12.8%
PLTR vs RTX
+14.9%
-27.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.8% |
| 7D | -3.8% | -1.7% | -2.0% | -3.4% |
| 30D | -19.2% | +7.7% | -26.9% | -21.0% |
| 3M | -3.7% | -10.3% | +6.7% | 0.0% |
| 6M | +22.5% | +14.6% | +7.9% | +16.7% |
| YTD | -5.0% | +10.4% | -15.4% | -11.1% |
| 1Y | -12.8% | +13.5% | -26.3% | -21.1% |
| All | -12.8% | +14.9% | -27.7% | -21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling