+147.4%
RTX vs APA
+94.1%
+53.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.1% |
| 7D | +4.8% | +8.5% | -3.8% | +3.6% |
| 30D | +6.5% | +2.8% | +3.7% | +5.9% |
| 3M | -9.6% | +21.7% | -31.3% | -12.4% |
| 6M | +12.3% | +32.6% | -20.3% | +7.0% |
| YTD | +9.5% | +103.7% | -94.3% | -4.4% |
| 1Y | +15.8% | +101.8% | -86.0% | +1.2% |
| 3Y | +157.0% | +48.1% | +108.9% | +131.3% |
| All | +147.4% | +94.1% | +53.4% | +94.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling