+157.0%
RTX vs ALK
+13.2%
+143.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.3% |
| 7D | +4.8% | -1.2% | +6.0% | +4.9% |
| 30D | +6.5% | +7.7% | -1.2% | +5.5% |
| 3M | -9.6% | -19.0% | +9.4% | -7.8% |
| 6M | +12.3% | -0.2% | +12.5% | +11.7% |
| YTD | +9.5% | -23.5% | +33.0% | +10.8% |
| 1Y | +15.8% | -9.1% | +25.0% | +15.4% |
| 3Y | +157.0% | +12.0% | +145.0% | +152.6% |
| All | +157.0% | +13.2% | +143.8% | +152.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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