+132.6%
RTX vs APA
+71.7%
+61.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.9% | -1.6% |
| 7D | -5.1% | -15.5% | +10.4% | -3.0% |
| 30D | +5.1% | +2.4% | +2.8% | +4.6% |
| 3M | -14.8% | +22.8% | -37.6% | -17.6% |
| 6M | +8.0% | +17.9% | -9.9% | +4.7% |
| YTD | +4.5% | +87.7% | -83.2% | -7.7% |
| 1Y | +9.8% | +94.2% | -84.3% | -3.7% |
| 3Y | +144.2% | +27.2% | +117.0% | +125.6% |
| All | +132.6% | +71.7% | +61.0% | +87.6% |
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