+132.6%
RTX vs ACWI
+54.8%
+77.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -5.1% | -2.4% | -2.8% | -3.9% |
| 30D | +5.1% | -5.2% | +10.3% | +8.2% |
| 3M | -14.8% | -4.8% | -10.0% | -12.6% |
| 6M | +8.0% | -1.3% | +9.4% | +8.2% |
| YTD | +4.5% | +8.4% | -3.9% | -1.3% |
| 1Y | +9.8% | +11.0% | -1.2% | +2.3% |
| 3Y | +144.2% | +70.6% | +73.6% | +72.2% |
| All | +132.6% | +54.8% | +77.8% | +77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling