+152.8%
RTX vs AEIS
+152.4%
+0.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +11.3% | -7.7% | +2.9% |
| 7D | -3.2% | +1.0% | -4.2% | -3.4% |
| 30D | +5.6% | -24.0% | +29.6% | +7.0% |
| 3M | -11.7% | -32.5% | +20.8% | -10.0% |
| 6M | +12.3% | -38.6% | +50.9% | +14.5% |
| YTD | +8.2% | +4.8% | +3.4% | +4.0% |
| 1Y | +12.6% | +1.3% | +11.2% | +8.5% |
| 3Y | +152.8% | +159.2% | -6.4% | +125.0% |
| All | +152.8% | +152.4% | +0.4% | +125.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 3y: compounded portfolio wealth divided by compounded AEIS 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…
3y analysis · Full analysis span regression · 6 months rolling