+2,348.6%
RTX vs AU
+783.5%
+1,565.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.2% | -0.9% |
| 7D | -3.1% | -0.3% | -2.8% | -3.1% |
| 30D | -10.6% | +12.8% | -23.3% | -11.4% |
| 3M | +11.6% | +28.5% | -16.8% | +9.5% |
| 6M | -4.5% | +4.8% | -9.3% | -5.3% |
| YTD | +9.6% | +31.0% | -21.4% | +6.8% |
| 1Y | +30.8% | +81.4% | -50.6% | +24.4% |
| 3Y | +152.8% | +618.4% | -465.6% | +116.4% |
| 5Y | +167.1% | +686.3% | -519.2% | +124.4% |
| 10Y | +275.2% | +664.5% | -389.3% | +203.0% |
| All | +2,348.6% | +783.5% | +1,565.1% | +1,869.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling