+132.6%
RTX vs AMC
-99.3%
+231.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.2% | -1.3% |
| 7D | -5.1% | +2.6% | -7.8% | -5.2% |
| 30D | +5.1% | +9.0% | -3.9% | +4.8% |
| 3M | -14.8% | +22.2% | -37.0% | -15.5% |
| 6M | +8.0% | +91.5% | -83.4% | +5.0% |
| YTD | +4.5% | +101.3% | -96.8% | +1.1% |
| 1Y | +9.8% | +20.8% | -10.9% | +8.1% |
| 3Y | +144.2% | -71.3% | +215.5% | +149.0% |
| All | +132.6% | -99.3% | +231.9% | +178.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling