+10,292.5%
RTX vs APA
+905.9%
+9,386.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.6% | -3.1% | -0.2% |
| 7D | +1.4% | +5.1% | -3.6% | +0.4% |
| 30D | +7.8% | +0.3% | +7.5% | +7.5% |
| 3M | -9.8% | +15.6% | -25.4% | -12.8% |
| 6M | +13.5% | +28.9% | -15.4% | +6.5% |
| YTD | +10.9% | +96.6% | -85.6% | -5.9% |
| 1Y | +14.0% | +95.5% | -81.5% | -3.4% |
| 3Y | +159.9% | +41.8% | +118.1% | +126.4% |
| 5Y | +151.7% | +85.4% | +66.3% | +98.2% |
| 10Y | +269.0% | +4.5% | +264.4% | +162.5% |
| All | +10,292.5% | +905.9% | +9,386.6% | +5,307.2% |
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 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