+10,266.7%
RTX vs AON
+5,128.2%
+5,138.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.3% |
| 7D | -5.2% | -9.1% | +3.9% | -2.3% |
| 30D | -9.4% | -10.2% | +0.9% | -6.3% |
| 3M | +12.3% | +0.5% | +11.8% | +11.6% |
| 6M | -3.1% | -4.8% | +1.7% | -2.3% |
| YTD | +10.7% | -8.0% | +18.7% | +12.5% |
| 1Y | +28.4% | -13.1% | +41.5% | +32.8% |
| 3Y | +147.1% | -1.3% | +148.3% | +141.5% |
| 5Y | +167.2% | +14.9% | +152.3% | +145.4% |
| 10Y | +274.7% | +214.9% | +59.8% | +149.0% |
| All | +10,266.7% | +5,128.2% | +5,138.5% | +2,830.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling