+29.7%
RTX vs AGI
+9.6%
+20.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.3% | +3.6% | +0.4% |
| 7D | -2.0% | -5.3% | +3.3% | -1.8% |
| 30D | -11.2% | +6.8% | -18.0% | -11.5% |
| 3M | +12.0% | +8.3% | +3.7% | +11.4% |
| 6M | -3.6% | -29.2% | +25.7% | -3.3% |
| YTD | +9.2% | -7.3% | +16.5% | +11.7% |
| 1Y | +29.7% | +8.0% | +21.7% | +32.0% |
| All | +29.7% | +9.6% | +20.1% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 1y: compounded portfolio wealth divided by compounded AGI 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…
1y analysis · Full analysis span regression · 6 months rolling