+1,518.8%
RTX vs ASX
+3,515.0%
-1,996.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -5.2% | -0.7% | -4.4% | -5.0% |
| 30D | -9.4% | +2.0% | -11.4% | -9.9% |
| 3M | +12.3% | -1.3% | +13.6% | +10.6% |
| 6M | -3.1% | +71.4% | -74.6% | -15.0% |
| YTD | +10.7% | +135.3% | -124.7% | -9.0% |
| 1Y | +28.4% | +267.5% | -239.1% | -3.9% |
| 3Y | +147.1% | +388.5% | -241.4% | +69.8% |
| 5Y | +167.2% | +417.1% | -249.8% | +76.4% |
| 10Y | +274.7% | +872.7% | -598.0% | +107.5% |
| All | +1,518.8% | +3,515.0% | -1,996.2% | +440.3% |
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