+280.0%
RTX vs AON
+209.9%
+70.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -0.2% |
| 7D | -2.0% | -5.9% | +3.9% | +0.8% |
| 30D | -11.2% | -13.7% | +2.5% | -5.3% |
| 3M | +12.0% | -8.3% | +20.3% | +15.7% |
| 6M | -3.6% | -3.6% | +0.1% | -3.3% |
| YTD | +9.2% | -12.4% | +21.6% | +14.1% |
| 1Y | +29.7% | -14.6% | +44.4% | +37.0% |
| 3Y | +152.0% | -5.7% | +157.7% | +146.3% |
| 5Y | +165.8% | +9.1% | +156.6% | +131.2% |
| All | +280.0% | +209.9% | +70.2% | +83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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