+267.1%
RTX vs ASX
+931.3%
-664.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.3% | -1.2% | +1.5% |
| 7D | -1.7% | -9.1% | +7.4% | -0.6% |
| 30D | +7.7% | -23.6% | +31.3% | +11.6% |
| 3M | -10.3% | -5.6% | -4.7% | -10.9% |
| 6M | +14.6% | +4.7% | +9.9% | +9.1% |
| YTD | +10.4% | +122.6% | -112.2% | -11.4% |
| 1Y | +13.5% | +133.0% | -119.5% | -9.9% |
| 3Y | +158.6% | +367.1% | -208.5% | +67.0% |
| 5Y | +147.3% | +504.7% | -357.5% | +43.2% |
| All | +267.1% | +931.3% | -664.1% | +60.5% |
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