+14.7%
RTX vs BKR
+5.7%
+9.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.5% | +2.9% | -2.6% |
| 7D | +1.3% | -8.8% | +10.1% | +1.4% |
| 30D | +7.6% | -13.1% | +20.7% | +7.7% |
| 3M | -8.6% | -18.9% | +10.3% | -8.5% |
| 6M | +15.6% | -27.2% | +42.9% | +16.2% |
| YTD | +9.4% | +10.7% | -1.3% | +6.2% |
| 1Y | +14.7% | +9.7% | +5.0% | +10.3% |
| All | +14.7% | +5.7% | +9.0% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 1y: compounded portfolio wealth divided by compounded BKR 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…
1y analysis · Full analysis span regression · 6 months rolling