+268.6%
RTX vs ACWI
+220.7%
+48.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.4% |
| 7D | -1.7% | -0.2% | -1.6% | -1.7% |
| 30D | +7.7% | -3.3% | +11.0% | +10.8% |
| 3M | -10.3% | -3.4% | -6.9% | -7.8% |
| 6M | +14.6% | +0.8% | +13.8% | +12.6% |
| YTD | +10.4% | +10.7% | -0.3% | -1.2% |
| 1Y | +13.5% | +11.6% | +1.9% | +0.8% |
| 3Y | +158.6% | +73.4% | +85.2% | +43.7% |
| 5Y | +147.3% | +60.2% | +87.1% | +48.0% |
| 10Y | +268.6% | +221.6% | +47.1% | +10.4% |
| All | +268.6% | +220.7% | +48.0% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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