+165.8%
RTX vs AON
+9.0%
+156.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | 0.0% |
| 7D | -2.0% | -5.9% | +3.9% | -0.4% |
| 30D | -11.2% | -13.7% | +2.5% | -7.7% |
| 3M | +12.0% | -8.3% | +20.3% | +14.3% |
| 6M | -3.6% | -3.6% | +0.1% | -3.3% |
| YTD | +9.2% | -12.4% | +21.6% | +12.4% |
| 1Y | +29.7% | -14.6% | +44.4% | +34.5% |
| 3Y | +152.0% | -5.7% | +157.7% | +150.6% |
| 5Y | +165.8% | +9.1% | +156.6% | +140.0% |
| All | +165.8% | +9.0% | +156.8% | +140.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling