+30.8%
RTX vs ASX
+256.3%
-225.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.1% | -7.1% | -0.9% |
| 7D | -3.1% | +6.3% | -9.4% | -3.0% |
| 30D | -10.6% | +6.4% | -17.0% | -10.5% |
| 3M | +11.6% | +13.1% | -1.5% | +10.8% |
| 6M | -4.5% | +90.3% | -94.8% | -9.3% |
| YTD | +9.6% | +149.6% | -140.1% | +2.1% |
| 1Y | +30.8% | +249.2% | -218.4% | +21.9% |
| All | +30.8% | +256.3% | -225.5% | +21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling