+147.4%
RTX vs ALL
+161.6%
-14.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.2% | 0.0% |
| 7D | +4.8% | +5.0% | -0.3% | +3.3% |
| 30D | +6.5% | +13.3% | -6.8% | +2.8% |
| 3M | -9.6% | +3.2% | -12.8% | -10.6% |
| 6M | +12.3% | +25.3% | -13.0% | +4.9% |
| YTD | +9.5% | +30.5% | -21.0% | +0.6% |
| 1Y | +15.8% | +29.2% | -13.4% | +6.8% |
| 3Y | +157.0% | +119.1% | +37.9% | +98.0% |
| All | +147.4% | +161.6% | -14.2% | +73.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling