+174.5%
RTX vs AON
-3.5%
+177.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.6% |
| 7D | -3.1% | -3.2% | +0.1% | -2.5% |
| 30D | -10.6% | -11.9% | +1.3% | -8.6% |
| 3M | +11.6% | -2.9% | +14.5% | +12.0% |
| 6M | -4.5% | -6.8% | +2.3% | -3.5% |
| YTD | +9.6% | -10.1% | +19.6% | +11.3% |
| 1Y | +30.8% | -14.2% | +45.1% | +34.1% |
| All | +174.5% | -3.5% | +177.9% | +174.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling