+33.0%
RTX vs BN
-10.7%
+43.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | -0.4% |
| 7D | -3.1% | -1.2% | -1.9% | -2.8% |
| 30D | -10.6% | -10.9% | +0.3% | -8.3% |
| 3M | +11.6% | -11.1% | +22.7% | +14.4% |
| 6M | -4.5% | -4.4% | -0.1% | -3.8% |
| YTD | +9.6% | -14.1% | +23.7% | +12.8% |
| All | +33.0% | -10.7% | +43.6% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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