+1,222.8%
RTX vs AGG
+97.9%
+1,124.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -10.6% | -0.4% | -10.2% | -10.6% |
| 3M | +11.6% | -0.3% | +11.9% | +11.6% |
| 6M | -4.5% | -1.2% | -3.3% | -4.8% |
| YTD | +9.6% | -0.4% | +9.9% | +9.5% |
| 1Y | +30.8% | +0.4% | +30.4% | +30.9% |
| 3Y | +152.8% | +13.4% | +139.4% | +160.6% |
| 5Y | +167.1% | -1.4% | +168.5% | +158.5% |
| 10Y | +275.2% | +14.8% | +260.3% | +297.5% |
| All | +1,222.8% | +97.9% | +1,124.9% | +1,697.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AGG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling