+268.6%
RTX vs AMC
-98.7%
+367.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.3% | +2.0% |
| 7D | -1.7% | +5.5% | -7.2% | -1.9% |
| 30D | +7.7% | +16.1% | -8.4% | +7.2% |
| 3M | -10.3% | +43.0% | -53.3% | -11.3% |
| 6M | +14.6% | +130.7% | -116.1% | +11.4% |
| YTD | +10.4% | +121.8% | -111.4% | +7.2% |
| 1Y | +13.5% | +40.7% | -27.1% | +11.5% |
| 3Y | +158.6% | -56.8% | +215.4% | +157.6% |
| 5Y | +147.3% | -99.1% | +246.4% | +162.5% |
| 10Y | +268.6% | -98.7% | +367.3% | +217.9% |
| All | +268.6% | -98.7% | +367.3% | +217.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling