+28.4%
RTX vs AHR
+33.1%
-4.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.5% |
| 7D | -5.2% | -1.5% | -3.7% | -5.0% |
| 30D | -9.4% | -1.4% | -8.0% | -9.3% |
| 3M | +12.3% | +18.6% | -6.3% | +9.6% |
| 6M | -3.1% | +6.6% | -9.7% | -4.5% |
| YTD | +10.7% | +17.5% | -6.8% | +9.4% |
| 1Y | +28.4% | +30.9% | -2.4% | +32.1% |
| All | +28.4% | +33.1% | -4.6% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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