+279.2%
RTX vs AU
+699.0%
-419.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.2% |
| 7D | -1.5% | -4.3% | +2.7% | -1.3% |
| 30D | -11.0% | +7.3% | -18.3% | -11.4% |
| 3M | +7.7% | +26.3% | -18.7% | +6.1% |
| 6M | -3.9% | +1.8% | -5.7% | -4.5% |
| YTD | +9.0% | +26.8% | -17.9% | +7.0% |
| 1Y | +27.3% | +66.7% | -39.4% | +23.0% |
| 3Y | +172.9% | +579.1% | -406.2% | +143.2% |
| 5Y | +165.2% | +689.3% | -524.2% | +132.4% |
| All | +279.2% | +699.0% | -419.8% | +235.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling