+169.3%
RTX vs ASX
+429.3%
-260.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -5.2% | -0.7% | -4.4% | -5.1% |
| 30D | -9.4% | +2.0% | -11.4% | -9.6% |
| 3M | +12.3% | -1.3% | +13.6% | +11.4% |
| 6M | -3.1% | +71.4% | -74.6% | -9.9% |
| YTD | +10.7% | +135.3% | -124.7% | -0.9% |
| 1Y | +28.4% | +267.5% | -239.1% | +8.9% |
| 3Y | +147.1% | +388.5% | -241.4% | +96.6% |
| All | +169.3% | +429.3% | -260.0% | +108.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling