+10,266.7%
RTX vs APA
+815.8%
+9,450.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | 0.0% |
| 7D | -5.2% | +0.5% | -5.7% | -5.3% |
| 30D | -9.4% | +23.4% | -32.8% | -13.4% |
| 3M | +12.3% | +12.7% | -0.4% | +8.8% |
| 6M | -3.1% | +39.4% | -42.5% | -11.1% |
| YTD | +10.7% | +79.0% | -68.3% | -3.9% |
| 1Y | +28.4% | +88.8% | -60.4% | +9.5% |
| 3Y | +147.1% | +6.4% | +140.7% | +129.1% |
| 5Y | +167.2% | +153.0% | +14.3% | +96.4% |
| 10Y | +274.7% | +7.5% | +267.2% | +164.9% |
| All | +10,266.7% | +815.8% | +9,450.9% | +5,417.8% |
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