+30.8%
RTX vs A
+16.1%
+14.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.7% |
| 7D | -3.1% | -2.1% | -1.0% | -2.9% |
| 30D | -10.6% | +0.6% | -11.2% | -10.7% |
| 3M | +11.6% | +10.9% | +0.8% | +10.2% |
| 6M | -4.5% | +28.2% | -32.7% | -7.7% |
| YTD | +9.6% | +8.6% | +1.0% | +8.8% |
| 1Y | +30.8% | +15.5% | +15.3% | +29.3% |
| All | +30.8% | +16.1% | +14.7% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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