+9,685.3%
RTX vs APA
+860.5%
+8,824.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.9% | -1.8% |
| 7D | -5.1% | -15.5% | +10.4% | -2.0% |
| 30D | +5.1% | +2.4% | +2.8% | +4.4% |
| 3M | -14.8% | +22.8% | -37.6% | -18.8% |
| 6M | +8.0% | +17.9% | -9.9% | +3.1% |
| YTD | +4.5% | +87.7% | -83.2% | -10.5% |
| 1Y | +9.8% | +94.2% | -84.3% | -6.8% |
| 3Y | +144.2% | +27.2% | +117.0% | +117.5% |
| 5Y | +131.4% | +74.1% | +57.3% | +84.6% |
| 10Y | +273.3% | +2.6% | +270.6% | +166.5% |
| All | +9,685.3% | +860.5% | +8,824.9% | +5,039.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling