+1,813.9%
RTX vs BLK
+13,188.7%
-11,374.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.3% |
| 7D | -3.1% | -2.4% | -0.7% | -2.3% |
| 30D | -10.6% | -3.1% | -7.4% | -9.6% |
| 3M | +11.6% | +10.7% | +1.0% | +7.4% |
| 6M | -4.5% | +15.9% | -20.4% | -9.8% |
| YTD | +9.6% | +4.0% | +5.6% | +7.0% |
| 1Y | +30.8% | +1.3% | +29.6% | +28.5% |
| 3Y | +152.8% | +69.6% | +83.3% | +102.5% |
| 5Y | +167.1% | +33.8% | +133.3% | +128.5% |
| 10Y | +275.2% | +276.2% | -1.0% | +123.1% |
| All | +1,813.9% | +13,188.7% | -11,374.8% | +456.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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