+9,454.8%
RTX vs ALL
+3,667.9%
+5,786.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.7% | -0.2% |
| 7D | -5.2% | 0.0% | -5.2% | -5.2% |
| 30D | -9.4% | -1.5% | -7.9% | -9.0% |
| 3M | +12.3% | +23.6% | -11.3% | +3.2% |
| 6M | -3.1% | +22.3% | -25.5% | -10.7% |
| YTD | +10.7% | +26.5% | -15.8% | +0.3% |
| 1Y | +28.4% | +27.0% | +1.4% | +15.9% |
| 3Y | +147.1% | +149.6% | -2.5% | +69.3% |
| 5Y | +167.2% | +118.1% | +49.2% | +88.7% |
| 10Y | +274.7% | +369.0% | -94.2% | +103.0% |
| All | +9,454.8% | +3,667.9% | +5,786.9% | +2,824.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling