+152.8%
RTX vs AMC
-58.4%
+211.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.3% | -4.7% | +3.5% |
| 7D | -3.2% | +6.6% | -9.8% | -3.3% |
| 30D | +5.6% | +14.1% | -8.5% | +5.4% |
| 3M | -11.7% | +31.3% | -43.0% | -12.0% |
| 6M | +12.3% | +126.7% | -114.3% | +10.7% |
| YTD | +8.2% | +117.9% | -109.7% | +6.6% |
| 1Y | +12.6% | +41.1% | -28.5% | +11.6% |
| 3Y | +152.8% | -61.0% | +213.8% | +171.2% |
| All | +152.8% | -58.4% | +211.3% | +171.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling