+1,428.0%
RTX vs ASX
+2,948.3%
-1,520.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.7% | -2.4% |
| 7D | -5.1% | -19.9% | +14.8% | -1.7% |
| 30D | +5.1% | -30.9% | +36.0% | +11.2% |
| 3M | -14.8% | -15.1% | +0.3% | -13.7% |
| 6M | +8.0% | -6.5% | +14.5% | +5.3% |
| YTD | +4.5% | +98.4% | -94.0% | -12.7% |
| 1Y | +9.8% | +107.9% | -98.0% | -9.1% |
| 3Y | +144.2% | +325.3% | -181.1% | +69.7% |
| 5Y | +131.4% | +447.3% | -315.9% | +48.6% |
| 10Y | +273.3% | +763.2% | -489.9% | +108.2% |
| All | +1,428.0% | +2,948.3% | -1,520.3% | +418.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling