+272.2%
RTX vs AMC
-97.8%
+370.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -12.5% | +9.2% | -3.0% |
| 7D | -3.8% | 0.0% | -3.8% | -3.8% |
| 30D | +4.7% | +4.4% | +0.3% | +4.5% |
| 3M | -13.4% | +15.4% | -28.8% | -13.9% |
| 6M | +11.8% | +93.7% | -81.9% | +9.0% |
| YTD | +5.8% | +97.4% | -91.7% | +2.8% |
| 1Y | +11.9% | +23.2% | -11.3% | +10.2% |
| 3Y | +146.3% | -71.3% | +217.5% | +148.0% |
| 5Y | +134.3% | -99.3% | +233.6% | +151.3% |
| 10Y | +277.9% | -98.7% | +376.6% | +242.5% |
| All | +272.2% | -97.8% | +370.0% | +206.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling