+267.0%
RTX vs APA
+7.0%
+260.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.0% | -3.4% | -1.8% |
| 7D | +3.4% | +9.6% | -6.2% | +1.6% |
| 30D | +8.4% | -0.2% | +8.6% | +8.2% |
| 3M | -10.7% | +19.8% | -30.5% | -14.1% |
| 6M | +11.7% | +30.1% | -18.3% | +4.9% |
| YTD | +9.3% | +100.4% | -91.1% | -7.2% |
| 1Y | +13.3% | +105.2% | -91.9% | -4.5% |
| 3Y | +156.1% | +44.6% | +111.5% | +123.6% |
| 5Y | +148.5% | +88.8% | +59.7% | +95.6% |
| All | +267.0% | +7.0% | +260.0% | +129.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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