+157.0%
RTX vs AG
+195.3%
-38.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.2% |
| 7D | +4.8% | -10.0% | +14.7% | +5.3% |
| 30D | +6.5% | -10.5% | +17.0% | +6.9% |
| 3M | -9.6% | -27.3% | +17.6% | -8.5% |
| 6M | +12.3% | -43.0% | +55.3% | +14.9% |
| YTD | +9.5% | -17.9% | +27.4% | +9.0% |
| 1Y | +15.8% | +11.9% | +3.9% | +13.3% |
| 3Y | +157.0% | +201.8% | -44.8% | +135.2% |
| All | +157.0% | +195.3% | -38.3% | +135.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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