+267.0%
RTX vs ASX
+754.3%
-487.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.7% | -2.3% |
| 7D | -5.1% | -19.9% | +14.8% | -2.0% |
| 30D | +5.1% | -30.9% | +36.0% | +10.8% |
| 3M | -14.8% | -15.1% | +0.3% | -13.9% |
| 6M | +8.0% | -6.5% | +14.5% | +4.8% |
| YTD | +4.5% | +98.4% | -94.0% | -14.4% |
| 1Y | +9.8% | +107.9% | -98.0% | -11.0% |
| 3Y | +144.2% | +325.3% | -181.1% | +60.3% |
| 5Y | +131.4% | +447.3% | -315.9% | +36.4% |
| All | +267.0% | +754.3% | -487.2% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling