+617.6%
RTX vs ACWI
+356.8%
+260.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.6% |
| 7D | -5.2% | +0.5% | -5.7% | -5.6% |
| 30D | -9.4% | +0.9% | -10.2% | -10.1% |
| 3M | +12.3% | +2.4% | +9.9% | +9.4% |
| 6M | -3.1% | +12.4% | -15.5% | -13.5% |
| YTD | +10.7% | +15.2% | -4.5% | -3.4% |
| 1Y | +28.4% | +22.7% | +5.7% | +5.7% |
| 3Y | +147.1% | +75.8% | +71.3% | +43.4% |
| 5Y | +167.2% | +67.7% | +99.5% | +59.6% |
| 10Y | +274.7% | +229.0% | +45.7% | +24.2% |
| All | +617.6% | +356.8% | +260.8% | +75.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling