+9.8%
RTX vs ALL
+28.6%
-18.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.2% | -0.6% |
| 7D | -5.1% | -1.9% | -3.2% | -4.9% |
| 30D | +5.1% | +13.8% | -8.6% | +3.5% |
| 3M | -14.8% | -7.0% | -7.8% | -14.5% |
| 6M | +8.0% | +18.0% | -10.0% | +7.0% |
| YTD | +4.5% | +24.2% | -19.7% | +4.5% |
| 1Y | +9.8% | +31.2% | -21.3% | +9.5% |
| All | +9.8% | +28.6% | -18.7% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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