+165.8%
RTX vs BBY
-1.6%
+167.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -2.0% | +0.7% | -2.7% | -2.1% |
| 30D | -11.2% | +5.8% | -17.0% | -11.9% |
| 3M | +12.0% | +18.0% | -6.0% | +9.5% |
| 6M | -3.6% | +39.8% | -43.4% | -8.1% |
| YTD | +9.2% | +35.4% | -26.2% | +4.4% |
| 1Y | +29.7% | +21.4% | +8.3% | +25.6% |
| 3Y | +152.0% | +39.5% | +112.4% | +132.2% |
| 5Y | +165.8% | -0.5% | +166.2% | +150.0% |
| All | +165.8% | -1.6% | +167.4% | +150.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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