+126.5%
RTX vs AHR
+357.7%
-231.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.4% |
| 7D | -1.6% | -4.3% | +2.7% | -0.9% |
| 30D | -11.6% | -3.1% | -8.5% | -11.2% |
| 3M | +9.2% | +15.7% | -6.5% | +6.2% |
| 6M | -4.4% | +4.1% | -8.5% | -5.5% |
| YTD | +8.9% | +15.4% | -6.5% | +5.9% |
| 1Y | +32.1% | +28.0% | +4.2% | +26.1% |
| All | +126.5% | +357.7% | -231.2% | +98.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling