+147.2%
RTX vs ASX
+494.3%
-347.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.0% | +2.6% | -1.2% |
| 7D | +3.4% | +22.1% | -18.7% | +1.9% |
| 30D | +8.4% | -23.8% | +32.1% | +10.0% |
| 3M | -10.7% | -7.6% | -3.0% | -10.8% |
| 6M | +11.7% | +6.9% | +4.8% | +8.8% |
| YTD | +9.3% | +127.7% | -118.3% | -2.9% |
| 1Y | +13.3% | +144.5% | -131.2% | -0.2% |
| 3Y | +156.1% | +377.8% | -221.7% | +100.7% |
| All | +147.2% | +494.3% | -347.2% | +81.9% |
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 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